Entries by Kim Cash

Year-end Database Questions

It’s that time of year for many firms to update annual performance statistics in compliant presentations and send them off to databases.  For firms that want to jump right in and incorporate 2020 GIPS standards requirements into GIPS reports, 2020 Handbook guidance is imminent. Below are three year-end database questions you’ll want to get right: […]

GIPS® Composite Reports – What’s Really Changing?

For firms electing to update reports with 2019 performance, the season for making required changes is upon us. What is really changing to the GIPS compliant presentation besides now referring to them as GIPS Reports?  Most significantly, there are now four compliant presentations, and each report has its own chapter in the 2020 edition of […]

2020 GIPS® Standards – Bridging the Fund vs. Composite Divide

Key Concepts for Fund Managers Firms managing only commingled funds often question the relevance of creating GIPS-compliant composites for pooled funds that are essentially already of asset-weighted, strategy specific “composites.”  The 2020 GIPS standards added options that make GIPS compliance much more meaningful for managers of pooled funds, especially for firms with dozens of mutual funds and alternative investment strategies delivered in commingled fund vehicles.

A 2020 GIPS Standards Game-Plan

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 continue doing that: this article is for you.  Since the major rewrite of the GIPS standards was first announced, the focus has been on updates […]