Biography
Jonathan Boersma, CFA, is the former head of Professional Standards and former executive director of the GIPS standards at CFA Institute. He was responsible for developing, maintaining, and promoting the GIPS standards, Code of Ethics and Standards of Professional Conduct, and other CFA Institute standards of practice.
The ever changing investment management industry means the GIPS standards also have to evolve to remain relevant and continue to provide maximum value.
World’s largest asset manager is latest firm to pledge ethical behavior to shape a more trustworthy financial industry.
Why collect this information? Many are curious about the state of GIPS compliance and the competitive implications of these trends.
The GIPS Executive Committee has developed guidance to assist asset owners in the application of the standards. An exposure draft of this proposed guidance is available for public comment until 3 June.
The recently released third edition of the Global Investment Performance Standards (GIPS) Handbook is a must have for any firm that complies with the GIPS standards.
The Global Investment Performance Standards (GIPS) releases new guidance to help hedge funds and other alternative investment strategies and structures apply the GIPS standards.
We were pleased to have the chance to respond to a recent letter in Pensions & Investments suggesting that pension plan sponsors should calculate their plan-level performance using internal rates of… READ MORE ›