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...
It has repeatedly been mentioned that GIPS® 2020 is the biggest change in the standards since their introduction 20 years ago…
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...
GIPS® 2020 is coming and while many firms may be unaffected, it is the largest change to the standards since their inception in 1999.
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...
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...
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...
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...
Although the success of GIPS® is undeniable, the main goal of the standard is for all asset managers to comply.
Key issues for the middle office in asset management firms today.