Beth Kaiser Schwartz, CFA, CIPM, is a director of investment performance standards at CFA Institute. She maintains the GIPS standards through management of the interpretations process, develops standards and guidance for such new technical areas as alternative strategies and risk, and works extensively with volunteer committees.
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.
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 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.
What happened at PSERS? And would compliance with standards for calculating and presenting performance have been valuable in this situation?
As alternative investment strategies become mainstream, complying with the GIPS standards will help alternatives managers stand out from the crowd.
With the end-of-year deadline for OTC derivatives reform fast approaching, many global regulators are struggling to assess the situation and to comply with the G-20 commitments.
The G20 has endorsed recommendations for creating a global Legal Entity Identifier (LEI) system to uniquely identify parties and link them to financial transactions. Beginning with OTC derivatives, it is intended to to enable regulators to monitor and mitigate global systemic risks. However, adoption and enforcement require political agreement from both local jurisdictions and the industry.
Since the financial crisis, investors are more interested than ever in the ethics and integrity of investment management firms. Since their introduction in 1999, the GIPS standards have been recognized as industry best practice for calculating… READ MORE ›
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