GIPS 2020 – Are You Prepared?
The investment industry is ever-evolving, and the GIPS standards have been updated to meet investor needs. GIPS 2020 was released on June 30, 2019, with an effective date of January 1, 2020. It introduced many changes to improve the standards and ease the burden of compliance for asset owners, alternatives managers, and firms that manage funds.
We are committed to providing information and resources to help you understand the intricacies of GIPS 2020 and how it may impact your organization, as well as to keeping you informed as developments occur. Be sure to check back throughout the next several months, as we will be adding to this page.
We invite you to contact us with any questions or for a conversation about how GIPS 2020 will impact you.
The Top 5 Things to Know About GIPS 2020
On June 30, 2019, the CFA Institute released the 2020 version of GIPS. GIPS 2020 has introduced numerous changes to improve the standards, ease the burden of compliance, and make the process more relevant for many firms in the investment industry. These changes are significant. If you currently claim compliance or are thinking about becoming compliant, you will be impacted by the new standards.
Webinar on Demand: The Top 5 Things You Need to Know About GIPS 2020
Watch this webinar where we discuss the most significant changes coming out of GIPS 2020.
The Impact of GIPS 2020 on Pooled Investment Fund Managers
One of the most extensive changes from prior GIPS versions is the treatment of pooled investment funds. Here are four areas with key changes impacting firms that manage pooled vehicles.
GIPS 2020 Changes Carve-Out Standards…Again?
With the release of GIPS 2020 came another change to the standards on carve-outs, marking the second time in which the guidance has changed.
More GIPS Resources
Created by the CFA Institute, the Global Investment Performance Standards (GIPS) are broadly accepted, voluntary global standards for calculating and presenting investment performance. What is GIPS used for, and how can you ensure your firm is in compliance?
Are GIPS Composite Examinations Worthwhile?
Many investment firms understand that GIPS verifications are the primary key to gaining access to institutional assets and investment platforms, but wonder if they should also perform composite examinations on key composites.
Contact Kreischer Miller to speak with our GIPS consultants, and receive a FREE GIPS initial assessment.