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GIPS Compliance
Key Takeaways from the 28th Annual GIPS® Conference
The CFA Institute hosted its 28th Annual Global Investment Performance Standards (GIPS®) Conference on September 17-18 in San Diego, CA. As always, the opportunity to reconnect with industry peers and colleagues was a highlight. We are grateful to all the speakers and panelists who shared their insights. Here are some key takeaways we found valuable […]
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GIPS Compliance
Investment Performance
Key Takeaways from the 2023 GIPS® Standards Conference
Key takeaways from the conference include clarifications on the SEC Marketing rule, Private Fund Adviser Quarterly Statement Rule, and upcoming guidance for implementing the GIPS standards for…
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GIPS Compliance
Investment Performance
Key Takeaways from the 2023 PMAR Conference
Key takeaways from the conference include what to expect from upcoming SEC exams, how firms are navigating the SEC Marketing Rule, and…
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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
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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