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SydneyAs 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...
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...
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 (GIPS®)...
Apr 06, 2017
Although the success of GIPS® is undeniable, the main goal of the standard is for all asset managers to comply.
Mar 23, 2017
With the planned update to the Global Investment Performance Standards (GIPS
®
), to which more than 1,600 firms now subscribe to, it is important to know what changes will come
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and what impact they will...
Mar 06, 2017
Global Investment Performance Standards (GIPS®) are ever-evolving to keep up with the fast-changing investment industry.
Mar 02, 2017
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.
Aug 23, 2013
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 for...