For 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 to them as GIPS Reports? 

Most significantly, there are now four compliant presentations, and each report has its own chapter in the 2020 edition of the GIPS standards.  For firms already including limited pooled funds in composites, you can weigh the pros and cons of pooled fund versus Composite Reports in our article “Bridging the Fund  vs Composite Divide” .