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GIPS


How Firms Managing Only Pooled Funds Can Claim GIPS Compliance

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.

GIPS Compliance by the Numbers

The numbers speak for themselves: GIPS compliance matters!

How Do Firms Treat Errors in Investment Performance?

CFA Institute voluntary standards provide guidance for firms looking to establish policies for how errors in investment performance should be handled.

Meet the Micronesia GIPS® Standards Sponsor

Eddie Chan, CFA, CIPM, Director, Professional Conduct Enforcement, and Global Industry Standards, APAC, recently interviewed Daniel A. Roland, CIMA, AIFA, MBA, executive director of the Asia Pacific Association for Fiduciary Studies (APAFS). The association is our Global… READ MORE ›

The GIPS Standards Expand into Major Markets

The broad reach of the GIPS standards grows significantly with the addition of GIPS 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?

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.