Complying with the Global Investment Performance Standards (GIPS).

• Main Author: Vincent, Karyn D. (Author)
• Format: eBook
• Language: English
• Published: Wiley 2011.
• Series: Frank J. Fabozzi series.
• Subjects: Investment advisors > Professional ethics.; Investment analysis > Standards.; BUSINESS & ECONOMICS > Finance.; BUSINESS & ECONOMICS > Investments & Securities > General.; Electronic resource.; Electronic books.

Table of Contents:

• Front Matter
• Explanation of the GIPS Standards. Fundamentals of Compliance
• Defining the Firm and Composites
• The Methodology for Calculating Returns. Portfolio Return Measurement
• Composite Return Measurement
• Dispersion and Risk Measurement
• Reporting and Maintaining Compliance with the GIPS Standards. Disclosing and Advertising Composite Performance
• Wrap-Fee/SMA, Private Equity, and Real Estate
• Maintaining Compliance with the GIPS Standards
• Verification
• Index.