Entries by Kim Cash

Pooled Fund Fee Q&A

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 […]

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 […]