by David Spaulding | Feb 19, 2015 | error correction, GIPS, Investment Performance Guy
It’s “verification time,” when our firm’s verifiers are busy visiting clients (we only do onsite verifications) and conducting their annual GIPS® (Global Investment Performance Standards) verifications (while we’ll do quarterly, we...
by admin | Dec 9, 2011 | error correction, GIPS, Global Investment Performance Standards
We held a webinar on Monday devoted to the GIPS(R) (Global Investment Performance Standards) Error Correction Guidance Statement. As I pointed out in the session, this GS is one of the most confusing that has been offered, though the newest version is definitely much...
by admin | Nov 21, 2011 | error correction, GIPS, Global Investment Performance Standards
Here’s an opportunity to gain some insights into the proper way to construct your policy. (If you claim compliance with the Global Investment Performance Standards (GIPS(R)), you are required to have a written policy!).Join me on Monday, December 5, from 11 AM...
by admin | Jul 22, 2011 | error correction, GIPS, Global Investment Performance Standards
As of January 1, 2010, any firm claiming compliance with the GIPS(R) standards (Global Investment Performance Standards) must have a documented error correction policy. The policy that the firm comes up with should cover all aspects of their compliant presentations,...
by admin | Jun 21, 2011 | error correction, GIPS, Global Investment Performance Standards
GIPS(R) (Global Investment Performance Standards) compliant firms are now required to have an error correction policy. This calls for firms to establish rules for materiality, something many struggle with from a definitional perspective.The CFA Institute’s...
by admin | Apr 26, 2011 | error correction, GIPS, Global Investment Performance Standards
The revised GIPS(R) (Global Investment Performance Standards) Error Correction Guidance Statement provides clarity over the earlier version, though I suspect that many individuals whose firm claims compliance with the Standards haven’t read it (but should!)....
