Anju Grover, CIPM, is a senior GIPS analyst in the Investment Performance Standards Policy Group of CFA Institute. She develops new project ideas for the GIPS standards and acts as a staff liaison for numerous global volunteer committees that oversee the development and promulgation of the GIPS standards.
CFA Institute is updating its Global Investment Performance Standards (GIPS®), and listening to stakeholders’ needs is key to evolving them to be truly universally applicable to all asset types.
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.
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.
In a step toward being relevant for all investment vehicles and in response to requests from the industry, new guidance on applying the GIPS® standards to pooled funds will be available soon.
Those firms represent 60% (more than $46 trillion) of the world’s assets under management ($78 trillion).
Experts who share best practices and speak to key issues and major developments in the performance measurement field make this conference essential for any performance or compliance professional.
CFA Institute survey reveals how GIPS-compliant firms are identifying and dealing with errors in compliant presentations.
The GIPS Executive Committee is seeking public comments on the proposed requirement that firms claiming compliance with the GIPS standards notify CFA Institute.
The GIPS standards revolve, in large part, around presenting performance to prospective clients and were written with firms in mind that have prospective clients. The upcoming guidance statement was developed because asset owners do not have prospective clients.
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