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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…
Investment Performance

When to Use Time-Weighted Return (TWR) vs. Money-Weighted Return (MWR)

When should you use a TWR and when is it appropriate to use a MWR (IRR)?
GIPS Compliance FAQ
GIPS Compliance

GIPS Compliance FAQs

When do we need to distribute GIPS Reports? Do we have to market every composite? Can I present performance without a GIPS Report? FAQs about GIPS compliance answered…