Fairview Performance Services

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About Fairview Performance Services

A thoughtful appraoch to the Global Investment Performance Standards (GIPS®)

Best Practices for Meeting the Distribution Requirement

Best Practices for Meeting the Distribution Requirement Global Investment Performance Standards (GIPS®) Provision 0.A.9. requires firms to make every reasonable effort to provide a compliant presentation to all prospective clients. Firms must not choose to whom they present a compliant presentation. As long as a prospective client has received a [...]

2019-12-10T15:56:30-05:00 March 5th, 2019|Articles, Flash Reports, News|