CFA Institute voluntary standards provide guidance for firms looking to establish policies for how errors in investment performance should be handled.
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 ›
For the 2016 reporting period, 1,608 firms globally claim compliance with the GIPS standards and 86% of those firms went through third-party verification of their compliance.
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.
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