GIPS® Report Do’s and Don’ts
Wondering what updates need to be made to you compliant presentations/GIPS Reports to meet the 2020 GIPS Standards? Check out this PDF which summarizes many of the updates.
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
2020 GIPS® Standards Q&As
September 17, 2020 /0 Comments/in Featured Resources, Resources /by Kim CashThis 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.
GIPS® Advertising Guidelines
April 30, 2020 /0 Comments/in Resources /by Kim CashIt 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 […]
MWRs vs. TWRs – Are 2020 GIPS Standard Changes a Better Fit for Your Firm?
February 12, 2020 /0 Comments/in Resources /by Kim CashWith 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). […]
Year-end Database Questions
January 16, 2020 /0 Comments/in Resources /by Kim CashIt’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 […]
GIPS® Composite Reports – What’s Really Changing?
December 12, 2019 /0 Comments/in Resources /by Kim CashFor 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 […]