GIPS Archives | Page 3 of 72

Important GIPS Standards Updates and New Guidance

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...

Key Takeaways from CFA Institute’s Annual GIPS Standards Conference

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...

GIPS compliant? What to do about those high market index costs?

by David Spaulding | Mar 14, 2024 | market index, benchmarks, GIPS, Global Investment Performance Standards, Investment Performance Guy

TSG has been at the forefront in providing education, information, and research, as well as fostering interaction regarding the high market index costs many firms and institutions are experiencing. We’ve moderated panel discussions, participated in and...

Overcoming the fear of GIPS compliance

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...

Six best practices to ensure proper distribution and tracking of GIPS® reports

by TSG | Apr 17, 2023 | GIPS, GIPS transparency, Global Investment Performance Standards, Investment Performance Guy, performance measurement, pooled funds

The Global Investment Performance Standards (GIPS®) are a set of guidelines created to help firms calculate and report investment performance to their clients. Compliance with the GIPS standards is voluntary but is considered a best practice for firms looking to...