Views on improving the integrity of global capital markets

Global Investment Performance Standards (GIPS®)


Weight a Minute!

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 ›

The GIPS Standards — Truly a Global Standard

I was in Zurich last week at the Global Investment Performance Standards (GIPS®) Executive Committee meetings where I was able to participate in several days of interesting and fruitful discussions. As an active observer, it struck me how the… READ MORE ›

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 ›

Global Ethics — the Road Ahead

I recently completed a very educational and encouraging round of meetings in the various markets in which CFA Institute has local membership groups, or “societies.”  What I’ve heard and experienced over the two-month-long process is remarkable… READ MORE ›



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