As CFA Institute celebrates the 30th anniversary of performance standards, there is cause to celebrate that approximately 1,600 firms claim compliance with the Global Investment Performance Standards (GIPS®) and that there are 40+ GIPS Country Sponsors supporting the GIPS… READ MORE ›
The timeline for when all investors can expect their best interest to be honored just got longer with another delay in the applicability of the DOL’s fiduciary rule.
Revised revenue recognition rules go into effect in 2018, but there is still uncertainty about the effects on companies reporting and investors will have to figure out company-specific implications.
July’s corporate governance news includes a new stewardship code, tracking ESG indexes, a win and a loss for dual-class shares, disclosing executive pay, and possible changes to a listing regime.
Investors should consider ESG factors in their investment decision-making process, but companies’ disclosures need to be improved so investors can find useful and relevant information.
Regional representatives learn more about GIPS 2020 and use design thinking to create action plans for promoting the GIPS standards.
The future of the investment industry is important for the functioning of the global economy, but there are changes happening in the world that will impact the industry and it needs to prepare.
Countries in the Asia-Pacific region are taking steps to encourage ethical practices at asset manager firms in their capital markets by promoting or adopting the CFA Institute Asset Manager Code.
High-frequency trading (HFT) was front-page news not too long ago, but fintech has taken that spot. But could the road ahead for fintech end up looking the same as its been for HFT?
The independence of a verifier assessing the correctness of performance reports is critical. The new GIPS® guidance statement from CFA Institute further clarifies this important role.
The fourth and final in a series of posts looking at factors that influence, either positively or negatively, people's behavior, and in particular their ethical behavior at work.
Alternative data is already being used by investment managers, but one of the bigger questions is whether it is worth the cost — not only the upfront costs, but also the opportunity cost.
A new index for tracking the performance of non-state-owned organizations and moves toward taking some steps that are counter to good corporate governance made news in June.
Complying with the GIPS® standards is a significant undertaking with many nuances. Firms and consultants alike often have questions, and the GIPS team works hard to provide resources to help.
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