Documents to Download

• 2020 GIPS Presentation (PDF)
• 2020 Items for all firms with Pooled Funds (PDF)
• 2020 Items for all firms (PDF)
• Disclosure Checklist (Excel)
• P&P Checklist (Excel)
• Sample GIPS Composite Report (Word)
• Sample Redline 2010 to 2020 Presentation – TWR composite (Word)
• Sample GIPS Pooled Fund Report – TWR (Word)