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GIPS Compliance

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…
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...
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…
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.
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...
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…
GIPS Compliance

Key Takeaways from the 2020 GIPS® Standards Virtual Conference

Did you miss the GIPS Conference this year? Most of this year’s conference was focused on compliance with the 2020 GIPS standards, as well as important discussions around US-specific (SEC) regulatory compliance and ESG performance. Below are some key takeaways from this three-day event.