Beth Kaiser, 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.
As alternative investment strategies become mainstream, complying with the GIPS standards will help alternatives managers stand out from the crowd.
Asset owners now have more effective tools to promote best practice based on the ethical principles of fair representation and full disclosure.
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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