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FEEL CONFIDENT IN YOUR CLAIM OF COMPLIANCE WITH THE GIPS STANDARDS.
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SIMPLIFY YOUR COMPOSITE MAINTENANCE. SOLIDIFY YOUR COMPOSITE REPORTING PROCESS.
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Latest Articles
Keeping you informed of industry updates
Reminder: Upcoming Deadline Annual GIPS® Compliance Notification
Annual GIPS® Compliance Notification Renewal Due June 30, 2022 Firms and asset owners claiming compliance with the Global Investment Performance Standards (GIPS®) are required to notify CFA Institute of their claim [...]
FINRA IRR & How it Relates to the GIPS Standards
FINRA IRR & How it Relates to the GIPS Standards The Financial Industry Regulatory Authority (FINRA) released a regulatory notice allowing asset managers to present internal rates of return (IRR) in marketing materials, [...]
Performance Practice Leader of Fairview Appointed Chair of CFA Institute’s United States Investment Performance Committee
Performance Practice Leader of Fairview Appointed Chair of CFA Institute’s United States Investment Performance Committee We are pleased to announce that Fairview Performance Service’s Vice President and Performance Practice Leader, Greta Nathan, [...]
The SEC’s Latest Exam and Request List Trends
The SEC’s Latest Exam and Request List Trends WHAT HAPPENED? With new SEC leadership in place, including Chairman Gary Gensler and Director of Enforcement Gurbir Grewal, the Commission’s examination [...]
Inaccurate Performance Information Leads to SEC Charges
Inaccurate Performance Information Leads to SEC Charges WHAT HAPPENED? The SEC recently settled with a registered investment adviser that posted false statements and misleading performance data on its public [...]
Annual GIPS® Notification Renewal Due June 30, 2021
Annual GIPS Notification Renewal Due June 30, 2021 Firms and asset owners claiming compliance with the Global Investment Performance Standards (GIPS®) are required to notify CFA Institute of their claim [...]