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. So, we thought it might be worthwhile to revisit the history of carve-outs guidance within the GIPS Standards.
A Brief History
Initially, the GIPS…more
The 2020 edition of the Global Investment Performance Standards (GIPS 2020) was released on June 30, 2019 and is effective beginning January 1, 2020. GIPS 2020 introduced a significant number of additions and changes, the most notable of which can be found in our “Top 5 Things You Need to…more
Monday, November 18, 2019
CFA Society New York
New York, NY
Thursday, September 26, 2019
Marriott Philadelphia West
Gulph Mills, PA
September 11-12, 2019
Fairmont Scottsdale Princess
Scottsdale, AZ
Thursday, September 5, 2019
May 14-15, 2019
Westin Philadelphia
Philadelphia, PA
Thursday, December 6, 2018
11:30 AM – 3:30 PM
Crowne Plaza in King of Prussia, PA
September 13-14, 2018
Renaissance Austin Hotel
Austin, TX
The release of the GIPS 2020 Exposure Draft is an exciting milestone in the development of the Global Investment Performance Standards (GIPS). The volunteers and CFA Institute staff worked hard to assemble performance presentation standards that reflect industry best-practices and that are useful and practical.
The GIPS 2020 Exposure…more