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GIPS Conference 2022
GIPS Compliance

Key Takeaways from the 2022 GIPS® Standards Conference

Key takeaways from the conference include clarifications on the SEC Marketing rule, best practices for the implementation of the GIPS standards and…
fund factsheets
Investment Performance

How to Make a Fund Factsheet

Want to know how to make a factsheet that helps you attract more prospective investors? The three most important things to include are…
Large vs Significant Cash Flows
GIPS Compliance

Large vs Significant Cash Flows – What’s the difference?

Wondering what the difference is between “large” and “significant” cash flows for GIPS purposes? The main difference is…