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Latest Flash Reports
Keeping you informed of industry updates
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 [...]
2020 GIPS® Standards: We Have You Covered
2020 GIPS® Standards: We Have You Covered WHAT HAPPENED? On June 30th, 2019, the 2020 edition of the Global Investment Performance Standards (GIPS®) will be released. Anticipated updates to the [...]
Composite Minimums: Common Issues
Composite Minimums: Common Issues Firms have the option to specify a minimum size for composite inclusion. The purpose for establishing a composite minimum is to help define discretion, i.e., a [...]