First-Steps for Segregated Account Managers Firms managing segregated accounts who claim compliance with the GIPS standards – and firms who currently include pooled funds in composites, present TWRs, and expect to Read More Here.

GIPS® Standards Do’s and Don’ts First Quarter 2019 is almost half over.  Now is a great time for an in-depth review and refresh of firm-wide GIPS standards policies and procedures, especially for firms on an annual verification Read More Here.

Beyond “Don’t Use” – How (Not) to Calculate Money-Weighted Returns in Excel If cost was of no matter, then asset managers would all own (fill in the blank with your Read More Here.

In the 2020 GIPS Exposure Draft, provision 3.A.10 is a revision of 3.A.7 that incorporates the term “client-directed” from the GIPS handbook. It prohibits composite membership changes unless there is Read More Here.

The roll-out of 2020 GIPS® is underway and currently open for comment.  One of the more confusing provisions in the exposure draft is the proposed requirement to report Advisory Only Read More Here.

A GIPS Disclosure Analogy I’ve been helping firms become GIPS compliant and have been running marathons for over 20 years, and last month, I just ran my fastest half marathon Read More Here.