Investment Management, Performance Standards

District Court Partially Dismisses ERISA 401(k) Fee and Performance Claims for Lack of Standing

Proskauer - Employee Benefits & Executive... on 8/10/2021

A federal district court in New York recently granted Omnicom Group Inc.’s (“Omnicom’s”) motion to dismiss, for lack of Article III standing, claims challenging the offering of investment options in Omnicom’s 401(k) plan in...more

Matrix of Changes to the 2020 Global Investment Performance Standards

K&L Gates LLP on 8/13/2019

K&L Gates financial services lawyers devised the matrix to provide a side-by-side comparison of the final Global Investment Performance Standards (GIPS) for 2020 and the draft standards proposed in August. GIPS are the...more

2020 GIPS® Standards Market Impact and Views from the Inside

K&L Gates LLP on 7/29/2019

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

A First Look at the CFA Institute’s Final 2020 GIPS Standards

K&L Gates LLP on 7/3/2019

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

The Exposure Draft of the 2020 GIPS Standards: What You Need to Know

K&L Gates LLP on 12/6/2018

An engaging discussion that focuses on the upcoming release of the Exposure Draft of the 2020 GIPS standards. ...more

A Face-Lift for GIPS: CFA Institute Publishes Proposed Revisions to the GIPS Standards in the GIPS 2020 Exposure Draft

K&L Gates LLP on 10/4/2018

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