How GIPS® Compliance Can Help Grow AUM
How GIPS® Compliance Can Help Grow AUM The Global Investment Performance Standards (GIPS®) are voluntary ethical standards for calculating and presenting investment performance based on the principles of fair representation and [...]
CFA Institute’s Online Resources for Firms Claiming Compliance with the 2020 GIPS® Standards
CFA Institute’s Online Resources for Firms Claiming Compliance with the 2020 GIPS® Standards CFA Institute’s website has a great list of resources for firms claiming compliance with the Global Investment Performance [...]
GIPS® Standards Provisions Specifically Tailored to Asset Owners
GIPS® Standards Provisions Specifically Tailored to Asset Owners Asset owners have always been able to claim compliance with the Global Investment Performance Standards (GIPS®) if they have discretion over their assets. [...]
What is a GIPS® Standards Verification for an Asset Owner?
What is a GIPS® Standards Verification for an Asset Owner? Verification is a process by which an independent verifier conducts testing of an asset owner on an asset owner-wide basis in [...]
What is a GIPS® Standards Verification for Firms?
What is a GIPS® Standards Verification for Firms? Verification is a process by which an independent verifier conducts testing of a firm on a firm-wide basis in accordance with the [...]
SEC Proposes Changes to Advertising and Solicitation Rules
SEC Proposes Changes to Advertising and Solicitation Rules WHAT HAPPENED? On Nov. 4, 2019, the Securities and Exchange Commission released proposed amendments intended to modernize the advertising and solicitation rules under [...]
10 Steps You Can Take to Get Your Presentations Ready for the 2020 Edition of the Global Investment Performance Standards (GIPS®)
10 Steps You Can Take to Get Your Presentations Ready for the 2020 Edition of the Global Investment Performance Standards (GIPS®) Have you considered adopting the 2020 edition of the GIPS [...]
Enabling Firms to Present Pooled Fund Specific Performance
Enabling Firms to Present Pooled Fund Specific Performance With the 2020 edition of the Global Investment Performance Standards (GIPS®), firms are now able to present pooled fund specific performance. The [...]
Ability to Once Again Allocate Cash to Carve-Outs
Ability to Once Again Allocate Cash to Carve-Outs The 2020 edition of the Global Investment Performance Standards (GIPS®) was released by CFA Institute on June 30, 2019, and it includes [...]
2020 GIPS® Standards Expand Ability to Use Money-Weighted Returns
2020 GIPS® Standards Expand Ability to Use Money-Weighted Returns The 2020 edition of the Global Investment Performance Standards (GIPS®) was released by CFA Institute on June 30, 2019. One of [...]
2020 GIPS® Standards: We Have You Covered
2020 GIPS® Standards: We Have You Covered WHAT HAPPENED? On June 30th, 2019, the 2020 edition of the Global Investment Performance Standards (GIPS®) will be released. Anticipated updates to the [...]
Composite Minimums: Common Issues
Composite Minimums: Common Issues Firms have the option to specify a minimum size for composite inclusion. The purpose for establishing a composite minimum is to help define discretion, i.e., a [...]