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Complying with the Global Investment Performance Standards (GIPS)

Complying with the Global Investment Performance Standards (GIPS) Hardback - 2011 - 1st Edition

by Bruce J. Feibel

  • New
  • Hardcover

Description

Hardback. New. The first and only comprehensive explanation of GIPS, including how to comply with and implement them While the CFA Institute has published Global Investment Performance Standards (GIPS) for years, there has never been a serious discussion of their implementation and best use.
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Details

  • Title Complying with the Global Investment Performance Standards (GIPS)
  • Author Bruce J. Feibel
  • Binding Hardback
  • Edition number 1st
  • Edition 1
  • Condition New
  • Pages 272
  • Volumes 1
  • Language ENG
  • Publisher Wiley
  • Date 2011-08
  • Illustrated Yes
  • Features Bibliography, Dust Cover, Illustrated, Index, Price on Product - Canadian, Table of Contents
  • Bookseller's Inventory # A9780470400920
  • ISBN 9780470400920 / 0470400927
  • Weight 1 lbs (0.45 kg)
  • Dimensions 9.1 x 6.3 x 0.9 in (23.11 x 16.00 x 2.29 cm)
  • Library of Congress subjects BUSINESS & ECONOMICS / Finance, Investment advisors - Professional ethics
  • Library of Congress Catalog Number 2011007553
  • Dewey Decimal Code 332.602

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From the rear cover

Complying with the Global Investment Performance Standards (GIPS)

While CFA Institute has published the Global Investment Performance Standards (GIPS) for years, there has never been an in-depth discussion of their implementation.

With this new book, authors Bruce Feibel and Karyn Vincent, both of whom have earned global reputations as authorities on performance measurement, fill that void by showing you how to calculate, present, and interpret investment performance in compliance with these standards, which are currently implemented in over thirty countries worldwide.

Covering both the mathematics of relevant investment statistics and the policies and procedures for achieving and maintaining compliance, Complying with the Global Investment Performance Standards (GIPS) is a comprehensive guide to successfully using the GIPS standards in today's competitive environment. Divided into three engaging parts, this reliable resource contains:

  • Information on GIPS fundamentals, performance composites, and risk and dispersion measurement

  • Insights on presenting performance for nontraditional asset classes and investment vehicles

  • Advice on how both money managers and their clients can benefit from independent verification

  • Illustrated examples and supplemental formulas that make the book a usable reference source

  • And much more

If you're in the field of finance--as an institutional investor or as a manager that serves them--Complying with the Global Investment Performance Standards (GIPS) is a book you need to read.

About the author

Bruce J. Feibel is Managing Director of Investment Manager Products at BNY Mellon. Formerly, Mr. Feibel was Chief Strategy Officer for Eagle Investment Systems, a BNY Mellon company. Prior to this he was a principal at State Street Global Advisors. He is also the author of the book Investment Performance Measurement, published by Wiley. He earned his B.S. in accounting from the University of Florida. Feibel is a CFA charterholder, a member of the GIPS Risk Standards Working Group, and a past member of the CFA Institute Investment Performance Council.

Karyn D. Vincent is the founder of Vincent Performance Services LLC, a provider of GIPS verification and consulting services. Prior to this, she was a partner at PricewaterhouseCoopers and was responsible for the firm's verification practice globally. Vincent currently chairs the GIPS Interpretations Subcommittee and is a member of the GIPS Executive Committee. Previously she chaired the GIPS Verification Subcommittee. Vincent earned her B.S. in accounting from the University of Massachusetts Dartmouth, and is a CFA charterholder and a CIPM certificant.