This Take 15 interview with James M. Edmonds, CFA, sheds light on the intricacies and challenges of performance reporting for high-net-worth investors and financial advisers. Mr. Edmonds also discusses the GIPS standards for firms managing private wealth clients and the appropriate benchmarks. Read more
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Iain W. McAra provides insight into the many benefits gained by firms claiming compliance with the Global Investment Performance Standards (GIPS®). He also discusses how firms can leverage compliance for stronger internal controls and better portfolio oversight. Read more
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