Entries by Janice Kitzman

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 […]