Around the Peak.

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

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

Trying to get through GIPS verification testing? Here we explain exactly how testing is determined and what you need to know to...

Key takeaways from the conference include complying with the 2020 GIPS Standards, the SEC Marketing rule, ESG reporting and…

Want to properly kick-off your GIPS verification & understand what your verifier needs & why? Read on & access free downloads to get started.

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...

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…

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.

Calculation Methodology, Books & Records, Composite Definitions & Rules, and Error Correction Policies As discussed in Part 1 of this two part series, GIPS compliant firms are required to document how they comply with the GIPS requirements as well as any recommendations that the firm chooses to follow. This document acts as the firm’s internal […]