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GIPS Compliance
GIPS Compliance
GIPS Compliance Actions for the New Year 2023
Reviewing your GIPS policies each year is a best practice. This year, the review is especially important because...
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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…
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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…
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GIPS Compliance
How to Survive a Verification Part 3: Verification Testing
Trying to get through GIPS verification testing? Here we explain exactly how testing is determined and what you need to know to...
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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…
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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.
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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.
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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?
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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...
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