Entries by Janice Kitzman

GIPS® Error Correction Basics

Einstein said to make mistakes, because that’s how we learn and grow. And we all make them. That’s why the GIPS Standards include error correction requirements to provide transparency in reporting after a material error has been made. Below are our answers to error correction questions from attendees at this past year’s GIPS Conference.

Getting Year-End Assets Right

It’s time for calendar year updates to assets under management.  Three questions from the attendees at the GIPS conference are worth a little extra attention when updating your GIPS reports […]

GIPS® Verification Basics

GIPS Verification Basics Attendees at this fall’s Annual GIPS Standards Conference submitted questions about verification and CFA Institute notification. We’ve answered 5 of those questions below. Why would a GIPS-compliant […]