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GIPS Conference 2021
GIPS Compliance

GIPS Conference 2021: Key takeaways

Key takeaways from the conference include complying with the 2020 GIPS Standards, the SEC Marketing rule, ESG reporting and…
Batting average in finance
Investment Performance

What is Batting Average in Finance?

Batting Average in investment analysis measures how consistently a strategy outperforms its benchmark. The minimum threshold for Batting Average in finance is…
GIPS Compliance

How to Survive a GIPS Verification Part 2: Kick-off and Initial Data Request

Want to properly kick-off your GIPS verification & understand what your verifier needs & why? Read on & access free downloads to get started.
GIPS Compliance

How to survive a GIPS verification Part 1: Setting up for success

Starting a GIPS verification or trying to re-ignite a stalled one? Here's how to set up your verification to make it to the finish line.
Investment Performance

Analyzing Investment Performance with Alpha & Beta

Analyzing alpha & beta: Demonstrate how your active management is adding value instead of risk. Understanding alpha and beta can help you…
Investment Performance

Quality Control: How to check for errors in your investment performance

How robust is your quality control process? In light of recent investment performance troubles at PSERS, now may be a good time to evaluate your firm’s quality control procedures. Here’s what you need to know...
GIPS Compliance Investment Performance Uncategorized

FINRA Rule 2210: How to calculate IRR consistent with GIPS

FINRA now requires IRR to be calculated according to the GIPS® Standards. But how do you calculate and present a GIPS compliant IRR?
GIPS Compliance

How to Create a Distribution Log for GIPS Reports

Are you maintaining a GIPS Report distribution log? Under the 2020 Edition of the GIPS standards, those claiming GIPS compliance are required to demonstrate that their GIPS Reports are distributed to prospects. What this means is...
Investment Performance

The SEC’s New Advertising Rule – Presenting Performance

Wondering how to present performance under the SEC's New Advertising Rule? Do you need to use composites? The answer is…