Articles

Large Cash Flows versus Significant Cash Flows: Which is Which?

Large Cash Flows versus Significant Cash Flows: Which is Which? It is common for asset managers to be confused by two terms used in the Global Investment Performance Standards (GIPS®) that include the words “cash flows."  While they are similar, these two terms have very different meanings and implications. The [...]

2019-12-10T15:56:17-05:00 April 2nd, 2019|Articles, Flash Reports, News|

Reminder: Annual GIPS Notification Renewal Due June 30, 2019

Reminder: Annual GIPS Notification Renewal Due June 30, 2019 Firms and asset owners claiming compliance with the Global Investment Performance Standards (GIPS®) are required to notify CFA Institute of their claim of compliance annually by June 30. The required information is minimal, including: firm or asset owner name; primary and [...]

2019-12-10T15:56:23-05:00 March 12th, 2019|Articles, Flash Reports, News|

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|