https://cascadecompliance.com/a/2019/07/a-2020-gips-game-plane.jpg 788 788 Kim Cash https://cascadecompliance.com/a/2018/02/cascade-compliance-logo.png Kim Cash2019-07-26 10:50:322021-01-14 10:46:55A 2020 GIPS Standards Game-Plan
A 2020 GIPS Standards Game-Plan
First-Steps for Segregated Account Managers
Firms managing segregated accounts who claim compliance with the GIPS standards – and firms who currently include pooled funds in composites, present TWRs, and expect to continue doing that: this article is for you.
Since the major rewrite of the GIPS standards was first announced, the focus has been on updates to make the GIPS standards more relevant to different types of discretionary asset managers. For firms already claiming compliance, especially managers of segregated accounts, changes were expected to be minor… and they are.Read more