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GIPS


The GIPS Standards Expand into Major Markets

The broad reach of the GIPS standards grows significantly with the addition of Country Sponsors in Saudi Arabia and China.

Out of Top 100 Asset Management Firms Globally, 85 Claim GIPS Compliance

For the 2016 reporting period, 1,608 firms globally claim compliance with the GIPS standards and 86% of those firms went through third-party verification of their compliance.

74% of Top 100 Global Asset Management Firms Claim GIPS Compliance

Those firms represent 60% (more than $46 trillion) of the world’s assets under management ($78 trillion).

New Disclosure Guide Is Resource for GIPS-Compliant Firms, and Regulators, Verifiers

Why is this tool needed? What specific industry need does it respond to? How will it be used?

Pension Funds, Sovereign Wealth Funds, Other Asset Owners: How to Apply GIPS Standards

Asset owners now have more effective tools to promote best practice based on the ethical principles of fair representation and full disclosure.

BlackRock Adopts CFA Institute Asset Manager Code of Professional Conduct

World’s largest asset manager is latest firm to pledge ethical behavior to shape a more trustworthy financial industry.

Does Selling Theoretical Performance Put Investors First?

Marketing an unproven trading strategy using theoretical results and tiny disclosures sounds underhanded, but it is fairly common in the investment industry.

Is Private Equity Out of Tune with Society?

Against a weaker economic background, a re-run of pre-crisis practices is no longer acceptable. In the face of criticism from regulators, investors, and politicians alike, an overhaul of private equity practices is overdue.

Is Your Investment Firm GIPS Compliant? Enquiring Minds Need to Know

Why collect this information? Many are curious about the state of GIPS compliance and the competitive implications of these trends.

How to Measure Your Success as an Investor

Measuring your success as an investor involves a lot more than just evaluating your returns performance.