Performance Perspectives Blog

An invitation to see sample policies and procedures

by | May 8, 2010

I just posted this on Linkedin and so want to extend this invite to my blog readers, too.

Many firms struggle with their Global Investment Performance Standards (GIPS(R)) policies and procedures; and even for those who feel theirs are pretty good, there is always an opportunity for improvement.

Here’s an invitation: if you send me a copy of your policies and procedures (either PDF or Word format), I’ll include it with those of others who respond, and then send all participants a complete collection. I advise you to remove your firm’s identity from you materials before sending it to me as I will not do any editing (you’re free, of course, to include your firm’s identity in the materials).

If you wish to participate, please send it to by May 31. Only those who participate will receive the complete set.

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