Transforming Pre-calculatade NAV Returns to Gross-of-fee Returns- A Practitioner’s Guide

$25

Applying the Global Investment Performance Standards (GIPS) to pooled investment products is a potential challenge. In this article, the author tries to bridge the gap between the GIPS standards and managers of pooled investment products considering GIPS compliance.

Author: Jorn Gunnar Kleven

Applying the Global Investment Performance Standards (GIPS) to pooled investment products is a potential challenge. In this article, the author tries to bridge the gap between the GIPS standards and managers of pooled investment products considering GIPS compliance. The article is based on his experience with GIPS compliance and mutual funds, focusing on transforming pre-calculated NAV (net asset value) returns to GoF (gross-of-fees) returns.

 

Transforming Pre-calculatade NAV Returns

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