Do's & Don'ts Archives - Cascade Compliance

Tag Archive for: Do’s & Don’ts

GIPS^® Report Do’s and Don’ts

January 4, 2021/in Resources/by Kim Cash

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.

GIPS^® Standards Do’s & Don’ts

January 30, 2019/in Resources/by Kim Cash

GIPS^® Standards Do’s and Don’ts

First Quarter 2019 is almost half over. Now is a great time for an in-depth review and refresh of firm-wide GIPS standards policies and procedures, especially for firms on an annual verification cycle.

Here’s a list of Do’s and Don’ts to help with those P&P reviews and final polishing of GIPS Composite Reports.