{"product_id":"complying-with-the-global-investment-performance-standards-gips-hardback-9780470400920","title":"Complying with the Global Investment Performance Standards (GIPS) (Hardback) 9780470400920","description":"\u003cfont face=\"Georgia\"\u003e\r\n\u003cp\u003e\u003cfont size=\"6\"\u003eComplying with the Global Investment Performance Standards (GIPS)\u003c\/font\u003e\u003cbr\u003e\r\n\r\n\r\n\r\n\r\n\r\n\u003c\/p\u003e\n\u003cp\u003e\u003cfont size=\"4\"\u003eBruce J. Feibel (Author), Karyn D. Vincent (Author)\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e9780470400920, Wiley\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003eHardback, published 26 August 2011\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e272 pages\u003cbr\u003e23.6 x 15.9 x 2.3 cm, 0.458 kg\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\r\n\r\n\r\n\u003cp align=\"justify\"\u003e\u003cstrong\u003e\u003cfont size=\"3\"\u003e\u003cb\u003eThe first and only comprehensive explanation of GIPS, including how to comply with and implement them\u003c\/b\u003e  \u003cp\u003eWhile 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.\u003c\/p\u003e \u003cp\u003eIn this new book, that void is filled, and you'll quickly discover how to calculate, present, and interpret investment performance conforming to standards that are currently used in over thirty countries worldwide. Covering both the mathematics of relevant investment statistics and the policies and procedures for achieving and maintaining compliance, this book is a comprehensive guide to successfully using GIPS standards in today's turbulent investment environment.\u003c\/p\u003e \u003cul\u003e \u003cli\u003eChapters include information on GIPS fundamentals, performance composites, risk and dispersion measurement, and much more\u003c\/li\u003e \u003cli\u003eExamples are provided throughout, and supplemental formulas make the book usable as a reference\u003c\/li\u003e \u003cli\u003eProvides the detailed knowledge currently needed by a large group of investment professionals\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eIf you're in the field of finance, \u003ci\u003eComplying with the Global Investment Performance Standards (GIPS)\u003c\/i\u003e is a book you need to read.\u003c\/p\u003e\u003c\/font\u003e\u003c\/strong\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003eAbout the Authors xi  \u003cp\u003ePreface xiii\u003c\/p\u003e \u003cp\u003eAcknowledgments xv\u003c\/p\u003e \u003cp\u003eIntroduction xvii\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePART ONE:\u003c\/b\u003e \u003cb\u003eExplanation of the GIPS Standards\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 1. Fundamentals of Compliance 3\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eScope of the GIPS Standards 3\u003c\/p\u003e \u003cp\u003eHistory of the GIPS Standards 4\u003c\/p\u003e \u003cp\u003eGovernance of the GIPS Standards 5\u003c\/p\u003e \u003cp\u003eOrganization of the GIPS Standards 7\u003c\/p\u003e \u003cp\u003eFundamentals of Compliance 8\u003c\/p\u003e \u003cp\u003eSummary 12\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 2. Defining the Firm and Composites 13\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eDefining the Firm 13\u003c\/p\u003e \u003cp\u003eDefining Composites 23\u003c\/p\u003e \u003cp\u003eSummary 50\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePART TWO:\u003c\/b\u003e \u003cb\u003eThe Methodology for Calculating Returns\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 3. Portfolio Return Measurement 53\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eSingle Period Rate of Return 54\u003c\/p\u003e \u003cp\u003eTime Value of Money 63\u003c\/p\u003e \u003cp\u003ePerformance of the Investor: Money Weighted Returns 67\u003c\/p\u003e \u003cp\u003eInternal Rate of Return 71\u003c\/p\u003e \u003cp\u003ePerformance of the Investment Manager: Time Weighted Returns 77\u003c\/p\u003e \u003cp\u003ePortfolio Return Calculations for the GIPS Standards 82\u003c\/p\u003e \u003cp\u003eSummary 90\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 4. Composite Return Measurement 91\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eComposite Constituents 91\u003c\/p\u003e \u003cp\u003eComposite Returns 93\u003c\/p\u003e \u003cp\u003eSingle Period Composite Return Considerations 97\u003c\/p\u003e \u003cp\u003eMulti-period Composite Returns 100\u003c\/p\u003e \u003cp\u003eSummary 107\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 5. Dispersion and Risk Measurement 109\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eInternal Dispersion 109\u003c\/p\u003e \u003cp\u003eEqual Weighted Dispersion 111\u003c\/p\u003e \u003cp\u003eAsset Weighted Dispersion 114\u003c\/p\u003e \u003cp\u003eRisk 119\u003c\/p\u003e \u003cp\u003eSummary 137\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePART THREE:\u003c\/b\u003e \u003cb\u003eReporting and Maintaining Compliance with the GIPS Standards\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 6. Disclosing and Advertising Composite Performance 141\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eRequired Numerical Information 141\u003c\/p\u003e \u003cp\u003eRequired Disclosures 149\u003c\/p\u003e \u003cp\u003eLength of Time for Disclosures 168\u003c\/p\u003e \u003cp\u003ePresentation and Disclosure Recommendations 168\u003c\/p\u003e \u003cp\u003eSupplemental Information 170\u003c\/p\u003e \u003cp\u003eGIPS Advertising Guidelines 171\u003c\/p\u003e \u003cp\u003eSummary 177\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 7. Wrap-Fee\/SMA, Private Equity, and Real Estate 179\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eWrap-Fee\/Separately Managed Accounts 180\u003c\/p\u003e \u003cp\u003ePrivate Equity 188\u003c\/p\u003e \u003cp\u003eReal Estate 198\u003c\/p\u003e \u003cp\u003eSummary 203\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 8. Maintaining Compliance with the GIPS Standards 205\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eOrganization and Oversight 205\u003c\/p\u003e \u003cp\u003eReturn Calculation 211\u003c\/p\u003e \u003cp\u003eError Correction 215\u003c\/p\u003e \u003cp\u003eManaging Composites and Presentations 220\u003c\/p\u003e \u003cp\u003eSummary 226\u003c\/p\u003e \u003cp\u003e\u003cb\u003eCHAPTER 9. Verification 227\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eVerification 228\u003c\/p\u003e \u003cp\u003ePerformance Examinations 229\u003c\/p\u003e \u003cp\u003eVerification Considerations 230\u003c\/p\u003e \u003cp\u003eRequired Verification Procedures 234\u003c\/p\u003e \u003cp\u003eThe Verifier’s Report 241\u003c\/p\u003e \u003cp\u003ePreparing for Verification 241\u003c\/p\u003e \u003cp\u003eSummary 245\u003c\/p\u003e \u003cp\u003eIndex 247\u003c\/p\u003e\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003eSubject Areas: Finance \u0026amp; accounting [\u003ca title=\"See our other books on Finance \u0026amp; accounting\" href=\"https:\/\/freshlyprintedbooks.co.uk\/search?q=%22Finance%20\u0026amp;%20accounting%20%5BKF%5D%22\"\u003eKF\u003c\/a\u003e]\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\u003c\/font\u003e","brand":"Wiley","offers":[{"title":"Brand New","offer_id":52501417263384,"sku":"9780470400920","price":45.65,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0730\/2037\/5320\/files\/9780470400920.jpg?v=1786236796","url":"https:\/\/freshlyprintedbooks.co.uk\/products\/complying-with-the-global-investment-performance-standards-gips-hardback-9780470400920","provider":"Freshly Printed Books","version":"1.0","type":"link"}