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Getting to grips with pooled funds for GIPS®️ 2020

It has repeatedly been mentioned that GIPS® 2020 is the biggest change in the standards since their introduction 20 years ago…

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5 Commonly asked questions about GIPS® 2020

GIPS® 2020 has left many firms with questions as to what exactly is changing and how they should proceed once the update is live. In an effort to provide insight into these changes to the standards, we’ve...

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GIPS® 2020 Cheat Sheet

GIPS® 2020 is coming and while many firms may be unaffected, it is the largest change to the standards since their inception in 1999.

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The impact of proposed changes to GIPS® 2020: Part 2

In the third and final installment of our series on the CFA Institute’s Global Investment Performance Standards (GIPS®) 2020 revision, we continue to look at some of the proposed changes outlined in the...

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The impact of the proposed changes in GIPS® 2020

As we wrote about in our recent eGuide, the first major revision of the Global Investment Performance Standards (GIPS®) in more than a decade is underway. Known as GIPS® 2020, the project aims to bring the...

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The impetus behind GIPS® 2020

Like any heavily regulated industry, financial services has many sets of third-party compliance standards and guidelines to follow. While compliance with some of these industry standards is voluntary and...

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Are There Benefits to Being Compliant with the GIPS Standards?

By Iain McAra | Sep 28, 2017 | GIPS, middle office

As CFA Institute celebrates the 30th anniversary of performance standards, there is cause to celebrate that approximately 1,600 firms claim compliance with the Global Investment Performance Standards...

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How to grow something which is global already - Working towards GIPS® 20/20

Although the success of  GIPS® is undeniable, the main goal of the standard is for all asset managers to comply.

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StatPro Workflow Issue Four: Q1 2017

Key issues for the middle office in asset management firms today.

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GIPS® 20/20 Video Series: What and Why with Carl Bacon CIPM, GIPS® Executive Chairman & StatPro Chairman (part 1 of 5)

With the planned update to the Global Investment Performance Standards (GIPS ® ), to which more than 1,600 firms now subscribe to, it is important to know what changes will come 
and what impact they will...
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