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Understanding the 2020 GIPS® Standards

Aug 11, 2020

Global investment management firms have had long-standing challenges in complying with the patchwork of laws, regulations and market customs in the places where they do business. The problem is that across...

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Getting to grips with pooled funds for GIPS®️ 2020

Oct 10, 2019

It has repeatedly been mentioned that GIPS® 2020 is the biggest change in the standards since their introduction 20 years ago…

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5 Commonly asked questions about GIPS® 2020

Sep 05, 2019

GIPS® 2020 has left many firms with questions as to what exactly is changing and how they should proceed once the update is live. In an effort to provide insight into these changes to the standards, we’ve...

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GIPS® 2020 Cheat Sheet

Aug 22, 2019

GIPS® 2020 is coming and while many firms may be unaffected, it is the largest change to the standards since their inception in 1999.

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The impact of proposed changes to GIPS® 2020: Part 2

Oct 25, 2018

In the third and final installment of our series on the CFA Institute’s Global Investment Performance Standards (GIPS®) 2020 revision, we continue to look at some of the proposed changes outlined in the...

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The impact of the proposed changes in GIPS® 2020

Oct 11, 2018

As we wrote about in our recent eGuide, the first major revision of the Global Investment Performance Standards (GIPS®) in more than a decade is underway. Known as GIPS® 2020, the project aims to bring the...

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The impetus behind GIPS® 2020

Sep 27, 2018

Like any heavily regulated industry, financial services has many sets of third-party compliance standards and guidelines to follow. While compliance with some of these industry standards is voluntary and...

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Are There Benefits to Being Compliant with the GIPS Standards?

Sep 28, 2017

As CFA Institute celebrates the 30th anniversary of performance standards, there is cause to celebrate that approximately 1,600 firms claim compliance with the Global Investment Performance Standards...

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How to grow something which is global already - Working towards GIPS® 20/20

Apr 06, 2017

Although the success of  GIPS® is undeniable, the main goal of the standard is for all asset managers to comply.

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StatPro Workflow Issue Four: Q1 2017

Mar 29, 2017

Key issues for the middle office in asset management firms today.

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