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 to 1 PM (EST), for our delayed November Webinar. We will go through the guidance statement, clarify some key points, and address:
- Understanding the requirements
- Common mistakes
- Dealing with materiality
To register or for further information, please contact Jaime Puerschner or Patrick Fowler (732-881-5700).
Note that a modest site fee will be charged (and you can have as many people on the line as you’d like!), except for our verification clients and members of the Performance Measurement Forum (who can participate at no cost!).