GIPS®

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 standards early? For some firms, it may not be as challenging as anticipated and might make sense to do this [...]

2019-09-25T13:49:55-05:00 September 25th, 2019|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 changes pertaining to pooled funds were made to better accommodate the marketing of pooled funds. The hope is that more [...]

2019-08-15T10:04:44-05:00 August 15th, 2019|Flash Reports, GIPS®, News|

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 the key changes to the GIPS standards is the expanded ability to use money-weighted returns versus time-weighted returns. In the [...]

2019-08-15T09:39:45-05:00 July 11th, 2019|Flash Reports, GIPS®, News|