Articles

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|
Read More
GIPS® is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.