Tag Archives: GIPS

The TRACK-RECORD Trap

When it comes time to choose a mix of funds, the investor or plan administrator is usually given only two pieces of information: The disclaimer that “Past performance is no predictor of future results” The past performance of each of the funds … Continue reading

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Got GIPS?

An investor, fiduciary, and plan administrator walks into a bar on Wall Street. He wakes up an hour later with a huge bump on his head and his wallet gone . . . Ba dum-cha! I know, bad joke. When is … Continue reading

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