GIPS® Report Do’s and Don’ts

/in /by

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.

2020 GIPS Reports Do’s & Don’tsGIPS Report Do’s & Don’ts

You might also like
Want to Show Performance and Not GIPS-Compliant?
SEC Marketing Rule – Prescribed Time Periods
Money-Weighted Returns in Excel
Advisory Only Assets – Understanding New GIPS® Terminology
Pooled Fund Net Returns & Expense Ratios
2020 GIPS® Standards – Bridging the Fund vs. Composite Divide
A Verifier’s Perspective: 2020 GIPS® Advertising Guidelines
A 2020 GIPS Standards Game-Plan