This is a comprehensive list of Q&A’s released as part of the GIPS standards Newsletter, organized by subject matter. As CFA Institute continues to add Q&As through the GIPS Standards Newsletter, we will continue to update this page.
About Kim Cash
This author has yet to write their bio.Meanwhile lets just say that we are proud Kim Cash contributed a whooping 15 entries.
Entries by Kim Cash
In 2020, performance teams and compliance departments need to decide which GIPS Reports the firm will present to prospective investors in a comingled fund. Calculation methodology aside, for managers of […]
It is hard to believe year-end reporting was completed just 3 months ago, and 2019 double-digit returns were something to be celebrated. It feels like the last 3 months have […]
With the 2020 edition of the GIPS standards, firms claiming compliance with the GIPS standards now have a choice of whether to use time-weighted returns (TWRs) or money-weighted returns (MWRs). […]
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 […]
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 […]