Sep 18, 2025Do your performance reports read as credible to a board—or merely technical? This lesson shows you how to craft GIPS‑compliant, client‑facing wording that builds trust: naming metrics precisely, pairing results with benchmarks and risk, and integrating disclosures without dilution. You’ll move from TWR vs. IRR choices to benchmark rationale, risk/dispersion, attribution, PME positioning, portability, and carve‑outs—then assemble a board‑ready sequence. Expect concise explanations, executive‑grade examples, and targeted exercises to lock in disciplined language you can deploy today.

Sep 18, 2025Ever been asked to “show performance” and wondered whether the board needs manager skill or investor experience? This lesson equips you to explain—precisely and safely—when to use TWR versus IRR, and how to frame each with GIPS‑aligned language. You’ll get concise explanations, SME‑vetted micro‑scripts, real‑world board examples (including PME), and short practice tasks to stress‑test your narrative. By the end, you’ll deliver stakeholder‑ready summaries that are compliant, comparable, and decision‑useful.