Views on improving the integrity of global capital markets

Beth Kaiser Schwartz, CFA, CIPM

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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.

Author's Posts
The GIPS Standards and Alternatives: CalPERS Takes Notice, Others Likely to Follow

As alternative investment strategies become mainstream, complying with the GIPS standards will help alternatives managers stand out from the crowd.

Is the CFTC’s Cross-Border Swaps Proposal Over-Reaching, Inviting Regulatory Arbitrage, or Just Right?

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.

Global LEI System: Fingerprint for Firms Managing OTC Derivatives

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.

GIPS Compliance and Hedge Funds: Yes, It Is Possible and Necessary

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 ›