by TSG | Jan 10, 2025 | compliance, GIPS, OCIO GIPS, Performance Perspectives Newsletter, SEC Marketing Rule
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by admin | Oct 25, 2024 | GIPS, Global Investment Performance Standards
The GIPS(R) (Global Investment Performance Standards) Q&A desk appears to have introduced a new rule: Firms may not add new accounts within a month* While I have no problem with this change, it would have been nice if it had been put forward for public comment,...
by David Spaulding | Oct 17, 2024 | GIPS, GIPS compliance, Global Investment Performance Standards, Investment Performance Guy
Steps to GIPS compliance, if you’re not quite ready to comply We were recently asked the following: “Do you have any recommendations or best practices we should be employing now to provide an easier transition to GIPS® reporting in the future?” I guess...
by TSG | Sep 27, 2024 | GIPS, Global Investment Performance Standards, Investment Performance Guy, News
Author: Ashley Reeves, CIPM Important GIPS Standards Updates and New Guidance The Global Investment Performance Standards (GIPS®) continue to evolve, with several important GIPS Standards updates provided during the GIPS Standards Update session at the 28th Annual...
by TSG | Sep 25, 2024 | GIPS, Global Investment Performance Standards, Investment Performance Guy, News
Author: Jennifer Barnette, CIPM The CFA Institute’s 28th Annual Global Investment Performance Standards (GIPS) Conference was held in San Diego, CA on September 17-18. One of the highlights of attending is the chance to reconnect with colleagues, industry...
by David Spaulding | Feb 15, 2024 | GIPS compliance, GIPS, GIPS 20/20, GIPS Planning Session, GIPS standards, GIPS verification, Global Investment Performance Standards, Investment Performance Guy
GIPS compliance brings more than opportunities Since its introduction nearly 20 years ago, the Global Investment Performance Standards (GIPS®) has brought with it much more than greater marketing opportunities, piece of mind, and improved operations. Just its...
