Global Investment Performance Standards (GIPS®) are ever-evolving to keep up with the fast-changing investment industry.
Coming soon: GIPS 20/20, the latest update of the performance standards to which more than 1,600 fund managers around the world now subscribe.
The Global Investment Performance Standards (GIPS) quite correctly point out that valuing the portfolio and calculating interim returns each time there is an external cash flow is the most accurate method...
Taken from CFA’s Annual Global Investment Standards Conference 2011
StatPro recently joined Australia’s Financial Services Council, the peer organization that represents Australia’s retail and wholesale funds management businesses, superannuation funds, life insurers and...
Industry Training Best Practices
Your firm’s performance and credibility are critical to maintaining clients and attracting new ones.
Our webinar on GIPS compliance raised some interesting questions that got us thinking: why should asset managers comply with GIPS?
Today we return with a look at changes to return and risk calculations.
Today’s post will discuss disclosing compliance.