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GIPS Compliance

How to Become GIPS Compliant

Many firms are interested in becoming GIPS compliant, but are intimidated by the initial process of bringing their firm into compliance. As long as you know the steps to become GIPS compliant and understand the options you have to complete each step, this process is very manageable. The information provided here is intended to provide […]
GIPS Compliance

What are the GIPS Standards?

The Global Investment Performance Standards (GIPS®) are an ethical framework that standardize how investment managers calculate and report their investment performance to prospective investors. Standardized presentations help ensure the information presented is meaningful, complete, and comparable to performance presentations of other GIPS compliant firms, regardless of location or regulatory jurisdiction. This comparability helps simplify the due diligence […]
GIPS Compliance

Will the GIPS Guidance Statement on Broadly Distributed Pooled Funds affect your firm?

An Exposure Draft of the Global Investment Performance Standards’ (GIPS®) new Guidance Statement on Broadly Distributed Pooled Funds was recently published. The intention of this exposure draft is to seek comments from the public regarding this proposed new guidance before it is officially adopted in January of 2017. Anyone with opinions regarding the guidance, especially […]
GIPS Compliance

GIPS Compliance Actions for the New Year

Your firm works hard to comply with the Global Investment Performance Standards (GIPS®) and likely expects the benefits of GIPS to far outweigh any burden associated with maintaining compliance. Most of the policies and procedures your firm set when first becoming compliant will never need to change; however, as both the standards and your firm […]
GIPS Compliance Investment Performance

Are fee-related admin issues causing errors in your investment performance?

Calculating gross and net investment performance should be simple, right? Yes, however, firms often face fee-related portfolio accounting or administrative issues that cause complications, resulting in inaccurate performance. It is essential that all types of fees are accounted for correctly to ensure reported performance can be relied upon and properly evaluated by clients and prospective […]