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Year-end Database Questions

It’s that time of year for many firms to update annual performance statistics in compliant presentations and send them off to databases.  For firms that want to jump right in and incorporate 2020 GIPS standards requirements into GIPS reports, 2020 Handbook guidance is imminent. Below are three year-end database questions you’ll want to get right:    

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GIPS® Composite Reports – What’s Really Changing?

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” .

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