As alternative investment strategies become mainstream, complying with the GIPS standards will help alternatives managers stand out from the crowd.
Dan diBartolomeo discusses behavioral aspects of risk in financial markets, including how individual behavior shapes the way industry deals with risk and common risk measures that are potentially useful but often misunderstood.
Experts who share best practices and speak to key issues and major developments in the performance measurement field make this conference essential for any performance or compliance professional.
CFA Institute survey reveals how GIPS-compliant firms are identifying and dealing with errors in compliant presentations.
SEC’s Bowden: False claims of GIPS compliance, verification, and performance can lead to civil & criminal penalties.
The investment industry may be headed toward a future where GIPS-compliant presentations are seen more frequently than noncompliant ones.
Why collect this information? Many are curious about the state of GIPS compliance and the competitive implications of these trends.
The GIPS Executive Committee is seeking public comments on the proposed requirement that firms claiming compliance with the GIPS standards notify CFA Institute.
The GIPS standards revolve, in large part, around presenting performance to prospective clients and were written with firms in mind that have prospective clients. The upcoming guidance statement was developed because asset owners do not have prospective clients.
How the SEC uses data analytics in the post-Madoff era to detect fraud, including front running, insider trading, and fraudulent investment performance reporting.
Guidance will apply to both retail and institutional pooled funds, and recommend strategies for building greater recognition for the GIPS standards within the pooled fund market.
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