Pooled Fund Fee Q&A
In 2020, performance teams and compliance departments need to decide which GIPS Reports the firm will present to prospective investors in a comingled fund. Calculation methodology aside, for managers of […]
About Kim Cash
This author has yet to write their bio.Meanwhile lets just say that we are proud Kim Cash contributed a whooping 14 entries.
Entries by Kim Cash
GIPS® Advertising Guidelines
April 30, 2020 /0 Comments/in Resources /by Kim CashIt is hard to believe year-end reporting was completed just 3 months ago, and 2019 double-digit returns were something to be celebrated. It feels like the last 3 months have […]
MWRs vs. TWRs – Are 2020 GIPS Standard Changes a Better Fit for Your Firm?
February 12, 2020 /0 Comments/in Resources /by Kim CashWith the 2020 edition of the GIPS standards, firms claiming compliance with the GIPS standards now have a choice of whether to use time-weighted returns (TWRs) or money-weighted returns (MWRs). […]
Year-end Database Questions
January 16, 2020 /0 Comments/in Resources /by Kim CashIt’s that time of year for many firms to update annual performance statistics in compliant presentations and send them off to databases. For firms that want to jump right in […]
GIPS® Composite Reports – What’s Really Changing?
December 12, 2019 /0 Comments/in Resources /by Kim CashFor firms electing to update reports with 2019 performance, the season for making required changes is upon us. What is really changing to the GIPS compliant presentation besides now referring […]
2020 GIPS® Standards – Bridging the Fund vs. Composite Divide
September 9, 2019 /0 Comments/in Resources /by Kim CashKey Concepts for Fund Managers Firms managing only commingled funds often question the relevance of creating GIPS-compliant composites for pooled funds that are essentially already of asset-weighted, strategy specific “composites.” The 2020 GIPS standards added options that make GIPS compliance much more meaningful for managers of pooled funds, especially for firms […]