Global Investment Performance Standards (GIPS®)
This survey asks asset owners about how they manage assets, report performance, and consider the GIPS® standards when doing so.
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.
The numbers speak for themselves: GIPS compliance matters!
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 27th Annual GIPS Standards Conference did not disappoint.
Which of the newly adopted CFA Institute Standards of Professional Conduct were at issue in the Global Ethics Day Ethics in Practice case?
Can you recognize which of the newly adopted CFA Institute Standards of Professional Conduct are at issue in the case?
What are the key elements of the Exposure Draft of the Guidance Statement for OCIO Strategies and what were the circumstances that led to its creation?
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.
CFA Institute voluntary standards provide guidance for firms looking to establish policies for how errors in investment performance should be handled.
We hope to see more regulators look to the GIPS standards as a set of best practices they can rely on, which will continue to help CFA Institute meet our goal of protecting investors.
What happened at PSERS? And would compliance with standards for calculating and presenting performance have been valuable in this situation?
We asked firms if they comply with the 2010 edition, the 2020 edition, or neither. The majority of firms (74%) still claim compliance with the 2010 new edition. Only 9% have adopted the 2020 edition.
Key takeaways from the conference that may assist you as your firm transitions to the 2020 edition of the GIPS standards.
Eddie Chan, CFA, CIPM, Director, Professional Conduct Enforcement, and Global Industry Standards, APAC, recently interviewed Daniel A. Roland, CIMA, AIFA, MBA, executive director of the Asia Pacific Association for Fiduciary Studies (APAFS). The association is our Global… READ MORE ›