The deadline for registering your firm’s GIPS compliance is fast approaching.
All firms claiming compliance with the Global Investment Performance Standards (GIPS®) are required to submit a GIPS Compliance Form to the CFA Institute as a notification of compliance. This is an annual filing requirement and firms have until…more
The GIPS Technical Committee is seeking comments on a newly proposed Guidance Statement. The purpose of the Guidance Statement is to address applying the GIPS Standards® to broadly-distributed pooled funds, as the existing standards do not directly address these funds.
Broadly distributed pooled funds (BDPFs) are funds which…more
Thursday, December 3, 2015
12:00pm to 3:30pm
Sheraton
King of Prussia, PA
May 12-13, 2015
The Westin Philadelphia
Philadelphia, PA
We often discuss calculating and presenting investment performance with clients, prospects, and colleagues.
These conversations normally lead to a discussion about the Global Investment Performance Standards and what is allowed or is not allowed.
We are also occasionally asked about calculating and presenting hypothetical, back-tested performance.
Using hypothetical, back…more
Thursday, December 4, 2014
12:00pm to 3:30pm
DoubleTree Suites
Plymouth Meeting, PA
The CFA Institute recently released its Guidance Statement on the Application of the GIPS Standards to Asset Owners. The Guidance Statement becomes effective on January 1, 2015. Overall, this Guidance Statement clarifies how the Global Investment Performance Standards (GIPS) can be applied by asset owners looking to claim compliance with…more
The GIPS Executive Committee recently implemented a requirement for firms that claim compliance with the GIPS Standards. All firms claiming GIPS compliance must now notify the CFA Institute of their claim of the compliance on an annual basis.
The notification will be done utilizing an online form. Firm name, contact…more
The Global Investment Performance Standards (GIPS) provide a voluntary framework for investment managers to use in presenting their investment performance. GIPS compliance has become increasingly important, particularly when dealing with institutional investors who often insist upon it.
GIPS verifications test whether a firm has complied with the GIPS composite construction…more
The Firm originated as a provider of financial advisory and investment management services to primarily state and local governments and non-profit institutions.