How does one go about selecting a firm to verify their claim of compliance with the Global Investment Performance Standards? Stone House Consulting partners Philip Lawton and Holly Miller discussed this topic during a recent webinar hosted by FTF News held on March 16th. Highlights from the webinar were covered in an article by SecuritiesContinue reading “Verifying the Verifier”
Tag Archives: GIPS
Overview of the Global Investment Performance Standards
CFA Institute has made this copyrighted paper, used in the 2011 CFA™ and CIPM® curricula, available gratis to all. Written by Stone House Consulting partner, Philip Lawton, the reading presents the requirements and recommendations of the 2010 version of the GIPS® standards and explains the rationale and application of specific provisions, with particular attention toContinue reading “Overview of the Global Investment Performance Standards”
Hedge Fund Transparency: The Long-Term Implications of Separate Account Management
Hedge fund managers and investors alike have embraced separate account management as a panacea to their operational risk concerns and a quick win in the quest for greater transparency. But they should think again. In their rush to solve one set of problems, investors may be introducing even greater risks to their portfolios and hedgeContinue reading “Hedge Fund Transparency: The Long-Term Implications of Separate Account Management”
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