Gips R Standards Handbook For Asset Owners
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Gips R Standards Handbook For Asset Owners
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Author : Cfa Institute
language : en
Publisher:
Release Date : 2020-11-16
Gips R Standards Handbook For Asset Owners written by Cfa Institute and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-11-16 with categories.
The GIPS(R) Standards Handbook for Asset Owners provides interpretation of each provision contained in Sections 21-26 of the Global Investment Performance Standards (GIPS(R)) for Asset Owners. Asset Owners that choose to comply with the GIPS standards must comply with all applicable requirements of the GIPS standards, including any Guidance Statements, interpretations, and Questions and Answers (Q&As) published by CFA Institute and the GIPS standards governing bodies. Each provision is included in a grey text box. Within the provisions are words appearing in small capital letters. This indicates defined terms that can be found in the GIPS Standards Glossary. Following each provision is a discussion that provides interpretive guidance to help readers understand the provision.
Practical Portfolio Performance Measurement And Attribution
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Author : Carl R. Bacon
language : en
Publisher: John Wiley & Sons
Release Date : 2023-01-24
Practical Portfolio Performance Measurement And Attribution written by Carl R. Bacon and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-01-24 with Business & Economics categories.
A practitioner's guide to the role and implications of performance measurement and attribution analysis in asset management firms Practical Portfolio Performance Measurement and Attribution is a comprehensive reference and guide to the use and calculation of performance returns in the investment decision process. Focusing on real-world application rather than academic theory, this highly practical book helps asset managers and investors determine return on assets, analyse portfolio behaviour and improve performance. Author Carl R. Bacon clearly describes each of the methodologies used by performance analysts in today's financial environment whilst sharing valuable insights drawn from his experience as a Director of Performance Measurement & Risk Control. The third edition is revised to reflect recent developments in performance attribution and presentation standards. Fully up-to-date chapters cover the entire performance measurement process, including return calculations, attribution methodologies, risk measures, manager selection and presentation of performance information. Written by an acknowledged leader in global investment performance standards, performance attribution technique and risk measurement Aligns with the publication of the 2020 Global Investment Performance Standards (GIPS®) Explains the mathematical aspects of performance measurement and attribution in a clear, easy-to-understand manner Provides numerous practical and worked examples of attribution analysis and risk calculations supported by Excel spreadsheets Includes signposts for the future development of performance measurement Practical Portfolio Performance Measurement and Attribution, Third Edition, remains a must-have for performance analysts and risk controllers, portfolio managers, compliance professionals and all asset managers, owners, consultants and servicing firms.
Handbook On Sustainable Investments Background Information And Practical Examples For Institutional Asset Owners
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Author : Swiss Sustainable Finance
language : en
Publisher: CFA Institute Research Foundation
Release Date : 2017-12-27
Handbook On Sustainable Investments Background Information And Practical Examples For Institutional Asset Owners written by Swiss Sustainable Finance and has been published by CFA Institute Research Foundation this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-12-27 with Business & Economics categories.
A fast growing share of investors have recently widened their scope of analysis to criteria regarded as extra-financial. They are driven by different motivations. Adoption of sustainable investment strategies can be driven, on the one hand by the sole motivation to hedge portfolios against knowable risks by expanding the conceptual framework to incorporate the latest best practice in risk management. Other investors focus rather on a long-term view and make an active bet on societal change. Recent empirical research has shown that considering sustainability factors within investment practices does not come at a cost (i.e. through a reduced opportunity set) but allows for competitive returns. Furthermore, the growing market and resulting competition in the wake of sustainable investing going mainstream has the welcome effect to compress fees for such products. Hence, staying informed about recent trends in sustainable investing is imperative no matter what the main motivation is.
Global Investment Performance Standards Handbook
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Author : CFA Institute
language : en
Publisher:
Release Date : 2012
Global Investment Performance Standards Handbook written by CFA Institute and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012 with Investment advisors categories.
The third edition of the Global Investment Performance Standards (GIPS®) Handbook, which replaces the 2006 version, reflects the updated GIPS provisions adopted in 2010 and provides updated interpretive guidance for each provision, as well as applications and selected questions and answers. In addition to providing the 2010 edition of the GIPS standards, the Handbook contains all Guidance Statements issued prior to 31 December 2012. The third edition offers the most comprehensive revisions and updates to the GIPS standards to date. The Handbook is intended for use by investment professionals worldwide who are involved in investment performance measurement and reporting.
Trading And Electronic Markets What Investment Professionals Need To Know
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Author : Larry Harris
language : en
Publisher: CFA Institute Research Foundation
Release Date : 2015-10-19
Trading And Electronic Markets What Investment Professionals Need To Know written by Larry Harris and has been published by CFA Institute Research Foundation this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-10-19 with Business & Economics categories.
The true meaning of investment discipline is to trade only when you rationally expect that you will achieve your desired objective. Accordingly, managers must thoroughly understand why they trade. Because trading is a zero-sum game, good investment discipline also requires that managers understand why their counterparties trade. This book surveys the many reasons why people trade and identifies the implications of the zero-sum game for investment discipline. It also identifies the origins of liquidity and thus of transaction costs, as well as when active investment strategies are profitable. The book then explains how managers must measure and control transaction costs to perform well. Electronic trading systems and electronic trading strategies now dominate trading in exchange markets throughout the world. The book identifies why speed is of such great importance to electronic traders, how they obtain it, and the trading strategies they use to exploit it. Finally, the book analyzes many issues associated with electronic trading that currently concern practitioners and regulators.
Private Equity Accounting Investor Reporting And Beyond
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Author : Mariya Stefanova
language : en
Publisher: FT Press
Release Date : 2015-02-26
Private Equity Accounting Investor Reporting And Beyond written by Mariya Stefanova and has been published by FT Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-02-26 with Business & Economics categories.
Today's only advanced comprehensive guide to private equity accounting, investor reporting, valuations and performance measurement provides a complete update to reflect the latest standards and best practices, as well as the author's unique experience teaching hundreds of fund professionals. In Private Equity Accounting, Investor Reporting and Beyond Mariya Stefanova brings together comprehensive advanced accounting guidance and advice for all private equity practitioners and fund accountants worldwide: information once available only by learning from peers. Replete with up-to-date, user-friendly examples from all main jurisdictions, this guide explains the precise workings and lifecycles of private equity funds; reviews commercial terms; evaluates structures and tax treatments; shows how to read Limited Partnership Agreements; presents best-practice details and processes, and identifies costly pitfalls to avoid.
Global Investment Performance Standards Gips R For Asset Owners
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Author : CFA Institute
language : en
Publisher:
Release Date : 2020
Global Investment Performance Standards Gips R For Asset Owners written by CFA Institute and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020 with categories.
The Explanation of the Provisions in Section 21 provides interpretation of each provision contained in Section 21: Fundamentals of Compliance. Asset owners that choose to comply with the Global Investment Performance Standards (GIPS(R)) must comply with all applicable requirements of the GIPS standards, including any Guidance Statements, interpretations, and Questions and Answers (Q&As) published by CFA Institute and the GIPS standards governing bodies.The Fundamentals of Compliance section includes several core principles that create the foundation for the GIPS standards, including properly defining the asset owner, providing GIPS Asset Owner Reports to those who have direct oversight responsibility for total fund assets and total asset owner assets, adhering to applicable laws and regulations, and ensuring that information presented is not false or misleading.Each provision appears in a grey text box. Some words in the provisions are in small capital letters, which indicates defined terms that can be found in the GIPS Standards Glossary. Following each provision is a discussion that provides interpretive guidance to help readers understand the provision.
A Primer For Investment Trustees
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Author : Jeffery V. Bailey
language : en
Publisher:
Release Date : 2011-01
A Primer For Investment Trustees written by Jeffery V. Bailey and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011-01 with Investments categories.
Exposed To The J Curve
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Author : Ulrich Grabenwarter
language : en
Publisher:
Release Date : 2005-01
Exposed To The J Curve written by Ulrich Grabenwarter and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2005-01 with Investments categories.
"How can institutional and private investors safely invest into private equity? Two experienced market practitioners provide you with a review of the private equity fund industry and a description of all the relevant management issues of fund investments, from a day-to-day and a portfolio persepective to indirect investment vehicles like funds of funds and securitised notes. Learn how to think independently and avoid succumbing to the traps of private equity. This book includes: A discussion of private equity as an asset class and its place within an alternative investment programme. Guidance on investment into funds, including a behind-the-scenes look at the relationship between the fund investor and the fund manager. Portfolio management of fund investments including the latest cash-flow models and their use to avoid liquidity squeezes and over-allocation. An examination of the different types of risks faced by private equity investors and how these can be minimised. An explanation of how investors can outsource these tasks - the relative merits of funds of funds and CFOs, listed products or secondary transactions. This is the first book to discuss the relationship between the limited partners and the general partner, providing an undisguised and independent look behind the scenes, and explain the core aspects of this industry from the perspective of two insiders. An indispensable reference for institutional practitioners and private equity lawyers, as well as students and academics who seek to understand the dynamics of the complex world of private equity."--Editor.
Moody S Manual Of Investments
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Author : John Sherman Porter
language : en
Publisher:
Release Date : 1942
Moody S Manual Of Investments written by John Sherman Porter and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1942 with Corporations categories.
American government securities); 1928-53 in 5 annual vols.:[v.1] Railroad securities (1952-53. Transportation); [v.2] Industrial securities; [v.3] Public utility securities; [v.4] Government securities (1928-54); [v.5] Banks, insurance companies, investment trusts, real estate, finance and credit companies (1928-54).