Investment Performance Guy


Investment Performance Guy

I had a call last night with litigant who we’re helping to become compliant with the Global Investment Performance Standards. There was confusion at his shop about the presentations they will make with their potential customers: must the info they show in their PowerPoint be “compliant” with GIPS? While GIPS speaks about “presentations,” we suggest the presentation that delivers the firm’s information relative to GIPS.

Compliant firms are required to make every sensible work to ensure that all prospects receive a fully compliant display (a noun). BUT, this doesn’t want to do with the demonstration (a verb) that firms often perform with clients. Firms have a great deal of leeway in what they show, though we expect that they provide adequate supporting information and disclosures so that prospects grasp what they show; can’t mislead your potential customer.

But, their “GIPS presentation” (again, a noun) doesn’t have to be part of their display (verb). Okay, perhaps I’m mistaken by stating that the second option is a verb; my point is that it consists of action (making a presentation) as opposed to a physical document (handing someone a demonstration; in this case, a record).

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  2. Can be used as an estate planning tool
  3. Client Investment Suitability (CIS)
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500,000 retirement nest egg. But say you begin saving and adding to your retirement fund at age 25 through your company’s 401(k) plan. However, the shorter the time you have to save and make investments your money, the harder it shall be to attain your original goal. Let’s say you wait until you turn 35 before you begin saving and investing your money. Assuming everything is identical with the amount you choose to contribute and the investment rate of return you will hypothetically get, you would end up with no more than half of the total amount you were wishing to get.

Even though it’s never too past due to start considering your retirement, good decisions in early stages can make your likelihood of achieving your targets much better. •Make sure to plan for an extended life. Average life expectancies have been increasing for decades, and many people live longer than those averages even.

•Consider how much time you have before you retire and then make investments your money appropriately. Your investments do matter. •Consider the potential risks of inflation on your pension savings. When you shape in lots that you’ll need to save lots of for retirement, make sure you don’t forget that over time the price of living increases and your money’s purchasing power decreases.

Saving for a child’s advanced schooling definitely requires careful and early planning. The expense of tuition goes up even more quickly than the rate of inflation. That is why getting an early start on university savings plans and vehicles can make a significant difference down the road and for you and your children. The further away you have before your kids go to college the money you can take advantage of saving, investing, compounding, and tax efficiency to create a significant college finance. With some tolerance for risk, you may be able to put your money into investments that provide higher growth potential.