StatPro Presentation: GIPS - Why Comply?

GIPS – Why Comply? A Timely Reminder Carl Bacon, CIPM Chairman, StatPro Group Wednesday, March 16, 2011

Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

StatPro Introduction 1994 Company founded. First Product, Composites 2002 Fixed Income Attribution 2005 Advanced Reporting 2009 CAP and Index service 2000 Performance and Attribution 2003 Risk Management 2006 Global Market Data business 2010 Seven: Performance, Attribution, Risk, Composites, Reporting 2011 Revolution

Carl Bacon Biography ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Why are Standards needed? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

GIPS (Why should asset managers do it?) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

GIPS ( Why clients should demand it?) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

GIPS are Ethical Standards ,[object Object]

Benefits of the GIPS Standards ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Who are Standards aimed at? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Endorsed Country Sponsors ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],32 countries as of 1/1/2010 * Greater than 70% of firms claim compliance 1 ,[object Object]

Leveraging the Standards ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Bernard Madoff 2. https://www.evestment.com/global/Home.aspx

Leveraging the standards ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Standards: the Core ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

2010 Review ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Risk ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Internal Dispersion ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Why Standard Deviation? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Risk Measure ,[object Object],[object Object],[object Object]

Risk Presentation ,[object Object],[object Object],[object Object]

Risk – should we go further? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Claim of Compliance – Verified firms ,[object Object],[object Object]

Claim of Compliance – Not Verified ,[object Object]

Why be Verified? ,[object Object],[object Object],[object Object],[object Object]

Implications of Claiming Compliance ,[object Object],[object Object],[object Object]

Implications of Claiming Compliance ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Implications of Claiming Compliance ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Concluding Remarks ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Resources ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

StatPro Presentation: GIPS - Why Comply?

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