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CFA Institute’s Online Resources for Asset Owners Claiming Compliance with the 2020 GIPS® Standards

CFA Institute’s Online Resources for Asset Owners Claiming Compliance with the 2020 GIPS® Standards CFA Institute’s website has a great list of resources for asset owners claiming compliance with the Global Investment Performance Standards (GIPS®). Most items relate to the 2020 edition of the GIPS Standards that was released on June 30, 2019. The [...]

2020-09-28T11:05:11-05:00 September 28th, 2020|Articles, Flash Reports, GIPS®, News|

GIPS® Advertising Guidelines for Firms

GIPS® Advertising Guidelines for Firms Firms claiming compliance with the 2020 edition of the Global Investment Performance Standards (GIPS®) have two options for communicating their claim of compliance. One of which is making a full claim of compliance in the firm’s GIPS report, formerly called a “GIPS compliant presentation.” However, asset managers [...]

2020-08-31T10:56:00-05:00 August 30th, 2020|Articles, Flash Reports, GIPS®, News|

LIBOR Transition Compliance Risks

LIBOR Transition Compliance Risks WHAT HAPPENED? On June 18, 2020, the Office of Compliance Inspections and Examinations of the United States Securities and Exchange Commission (OCIE) announced an exam initiative and issued a subsequent Risk Alert about LIBOR transition preparedness. LIBOR, formerly known as the London Interbank Offered Rate, [...]

2020-07-08T13:07:16-05:00 July 8th, 2020|Articles, Flash Reports, News|

Updates to GIPS® Reports in Response COVID-19

Updates to GIPS Reports in Response COVID-19 Firms claiming compliance with the Global Investment Performance Standards (GIPS®) are required to submit an annual GIPS Report for distribution to prospective clients and investors. However, CFA Institute recommends updating the report on a quarterly or semi-annual basis. Many firms include annual time-weighted returns [...]

2020-06-24T09:22:38-05:00 May 28th, 2020|Articles, Flash Reports, GIPS®, News|

Reminder: Annual GIPS® Notification Renewal Due June 30, 2020

Reminder: Annual GIPS® Notification Renewal Due June 30, 2020 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 secondary [...]

2020-05-13T11:19:35-05:00 May 13th, 2020|Articles, Flash Reports, GIPS®, News|

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 full disclosure. One of the main reasons why firms choose to comply with the GIPS standards is to gain a [...]

2020-04-15T09:00:44-05:00 April 14th, 2020|Articles, Flash Reports, GIPS®, News|

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 Standards (GIPS®). Most items relate to the 2020 edition of the GIPS Standards that was released on June 30, 2019. [...]

2020-04-02T12:11:11-05:00 March 30th, 2020|Articles, Flash Reports, GIPS®, News|

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. Historically, however, the GIPS standards focused on firms that manage assets for clients and compete for business, making it challenging [...]

2020-03-03T10:00:58-05:00 February 28th, 2020|Articles, Flash Reports, GIPS®, News|