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This survey asks asset owners about how they manage assets, report performance, and consider the GIPS® standards when doing so.
The "Guidance Statement on Firms Managing Only Broad Distribution Pooled Funds" addresses how firms that manage only BDPFs can claim compliance with the GIPS standards.
The numbers speak for themselves: GIPS compliance matters!
Public Investment Fund (PIF), the world’s seventh largest sovereign wealth fund (SWF), has claimed compliance with the CFA Institute Global Investment Performance Standards (GIPS®).
The 27th Annual GIPS Standards Conference did not disappoint.
Which of the newly adopted CFA Institute Standards of Professional Conduct were at issue in the Global Ethics Day Ethics in Practice case?
Can you recognize which of the newly adopted CFA Institute Standards of Professional Conduct are at issue in the case?
What are the key elements of the Exposure Draft of the Guidance Statement for OCIO Strategies and what were the circumstances that led to its creation?
The latest regulatory developments and the current state of SEC examinations, among other topics, will be front and center at the GIPS Standards Conference in Chicago.