AGENDA -
- 2018 Overview
- Industry Challenges
- Key Trends Through 2020
- Roaring 20’s
...more
AGENDA -
• Overview of the GIPS Standards
• Goals of the CFA Institute for the 2020 GIPS Standards
• Material Changes to the GIPS Standards
• Changes from the 2010 edition to 2020 edition
• Changes from the Exposure...more
On June 28, 2019, the CFA Institute published the 2020 edition of the Global Investment Performance Standards (the “2020 Standards”). The Global Investment Performance Standards (“GIPS”) are voluntary ethical standards that...more
An engaging discussion that focuses on the upcoming release of the Exposure Draft of the 2020 GIPS standards.
...more
Sections:
- Executive Summary
- Material Changes Proposed by the Exposure Draft
- Effect of the Proposed Revisions Certain Investment Managers and Transactions -
Executive Summary -
On August 30, 2018 the CFA...more
AGENDA -
Overview of GIPS Standards -
Goals of CFA Institute for GIPS 2020 Exposure Draft -
Proposed Material Changes to GIPS Standards -
Impact of GIPS 2020 Proposals on Market Participants -
...more
The CFA Institute GIPS Executive Committee (the “Executive Committee”) recently issued a consultation paper related to the commencement of its GIPS 20/20 initiative (the “Consultation Paper”). The GIPS 20/20 initiative is an...more
The GIPS Executive Committee has approved a new requirement, effective January 1, 2015, that any firm claiming compliance with GIPS must annually notify the CFA Institute of such claim by June 30. Each GIPS-compliant firm...more