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What is a GIPS® Standards Verification for Firms?
What is a GIPS® Standards Verification for Firms? Verification is a process by which an independent verifier conducts testing of a firm on a firm-wide basis in accordance with the [...]
SEC Proposes Changes to Advertising and Solicitation Rules
SEC Proposes Changes to Advertising and Solicitation Rules WHAT HAPPENED? On Nov. 4, 2019, the Securities and Exchange Commission released proposed amendments intended to modernize the advertising and solicitation rules under [...]
10 Steps You Can Take to Get Your Presentations Ready for the 2020 Edition of the Global Investment Performance Standards (GIPS®)
10 Steps You Can Take to Get Your Presentations Ready for the 2020 Edition of the Global Investment Performance Standards (GIPS®) Have you considered adopting the 2020 edition of the GIPS [...]
Enabling Firms to Present Pooled Fund Specific Performance
Enabling Firms to Present Pooled Fund Specific Performance With the 2020 edition of the Global Investment Performance Standards (GIPS®), firms are now able to present pooled fund specific performance. The [...]
Ability to Once Again Allocate Cash to Carve-Outs
Ability to Once Again Allocate Cash to Carve-Outs The 2020 edition of the Global Investment Performance Standards (GIPS®) was released by CFA Institute on June 30, 2019, and it includes [...]
2020 GIPS® Standards Expand Ability to Use Money-Weighted Returns
2020 GIPS® Standards Expand Ability to Use Money-Weighted Returns The 2020 edition of the Global Investment Performance Standards (GIPS®) was released by CFA Institute on June 30, 2019. One of [...]