Complying with the Global Investment Performance Standards (GIPS®) -- Contents -- About the Authors -- Preface -- Acknowledgments -- Introduction -- PART ONE Explanation of the GIPS Standards -- CHAPTER 1 Fundamentals of Compliance -- Scope of the GIPS Standards -- History of the GIPS Standards -- Governance of the GIPS Standards -- Organization of the GIPS Standards -- Fundamentals of Compliance -- Summary -- CHAPTER 2 Defining the Firm and Composites -- Defining the Firm -- Defining Composites -- Summary -- PART TWO The Methodology for Calculating Returns -- CHAPTER 3 Portfolio Return Measurement -- Single Period Rate of Return -- Time Value of Money -- Performance of the Investor: Money Weighted Returns -- Internal Rate of Return -- Performance of the Investment Manager: Time Weighted Returns -- Portfolio Return Calculations for the GIPS Standards -- Summary -- CHAPTER 4 Composite Return Measurement -- Composite Constituents -- Composite Returns -- Single Period Composite Return Considerations -- Multi-period Composite Returns -- Summary -- CHAPTER 5 Dispersion and Risk Measurement -- Internal Dispersion -- Equal Weighted Dispersion -- Asset Weighted Dispersion -- Risk -- Summary -- PART THREE Reporting and Maintaining Compliance with the GIPS Standards -- CHAPTER 6 Disclosing and Advertising Composite Performance -- Required Numerical Information -- Required Disclosures -- Length of Time for Disclosures -- Presentation and Disclosure Recommendations -- Supplemental Information -- GIPS Advertising Guidelines -- Summary -- CHAPTER 7 Wrap-Fee/SMA, Private Equity, and Real Estate -- Wrap-Fee/Separately Managed Accounts -- Private Equity -- Real Estate -- Summary -- CHAPTER 8 Maintaining Compliance with the GIPS Standards -- Organization and Oversight -- Return Calculation -- Error Correction -- Managing Composites and Presentations -- Summary.

CHAPTER 9 Verification -- Verification -- Performance Examinations -- Verification Considerations -- Required Verification Procedures -- The Verifier's Report -- Preparing for Verification -- Summary -- Index.