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Ivy Hesse, CFA, CIPM

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So far Ivy Hesse, CFA, CIPM has created 83 blog entries.

GIPS2020 Term – GIPS Report

2020-05-06T19:14:42+00:00

#21 GIPS Report Full Definition This term is defined in the GIPS 2020 Exposure Draft as “Includes both GIPS COMPOSITE REPORTS and GIPS POOLED FUND REPORTS. ” Key Points about This Term This term is new in the Global Investment Performance Standards (GIPS) vocabulary. It replaces the term 'compliant presentation' in the GIPS vocabulary. [...]

GIPS2020 Term – GIPS Report2020-05-06T19:14:42+00:00

GIPS2020 Term – GIPS Pooled Fund Report

2020-05-06T19:14:42+00:00

#20 GIPS Pooled Fund Report Full Definition This term is defined in the GIPS 2020 Exposure Draft as “A presentation for a POOLED FUND that contains all the information REQUIRED by the GIPS standards and may also include RECOMMENDED information or SUPPLEMENTAL INFORMATION. ” Key Points about This Term This term is new in the Global [...]

GIPS2020 Term – GIPS Pooled Fund Report2020-05-06T19:14:42+00:00

GIPS 2020 Term – GIPS Composite Report

2020-05-06T19:14:42+00:00

#19 GIPS Composite Report Full Definition This term is defined in the GIPS 2020 Exposure Draft as “A presentation for a COMPOSITE that contains all the information REQUIRED by the GIPS standards and may also include RECOMMENDED information or SUPPLEMENTAL INFORMATION.” Key Points about This Term This term is new in the Global Investment Performance Standards [...]

GIPS 2020 Term – GIPS Composite Report2020-05-06T19:14:42+00:00

GIPS2020 Term – GIPS Compliance Notification Form

2020-05-06T19:14:42+00:00

#18 GIPS Compliance Notification Form Full Definition This term is defined in the GIPS 2020 Exposure Draft as “The form required to be filed with CFA Institute to notify CFA Institute that the FIRM claims compliance with the GIPS standards.” Key Points about This Term This term is new in the Global Investment Performance Standards [...]

GIPS2020 Term – GIPS Compliance Notification Form2020-05-06T19:14:42+00:00

GIPS2020 Term – GIPS Asset Owner Report

2020-05-06T19:14:42+00:00

#17 GIPS Asset Owner Report Full Definition This term is defined in the GIPS 2020 Exposure Draft as “An ASSET OWNER’S presentation for a TOTAL FUND or COMPOSITE that contains all the information REQUIRED by the GIPS standards and may also include RECOMMENDED information or SUPPLEMENTAL INFORMATION.  ” Key Points about This Term This term is new [...]

GIPS2020 Term – GIPS Asset Owner Report2020-05-06T19:14:42+00:00

GIPS2020 Term – GIPS Advertisement

2020-05-06T19:14:42+00:00

#16 GIPS Advertisement Full Definition This term is defined in the GIPS 2020 Exposure Draft as “An advertisement by a GIPS-compliant FIRM or ASSET OWNER that adheres to the REQUIREMENTS of the GIPS Advertising Guidelines. ” Key Points about This Term This term is new in the Global Investment Performance Standards (GIPS) vocabulary. It comes [...]

GIPS2020 Term – GIPS Advertisement2020-05-06T19:14:42+00:00

GIPS2020 Changes Series – #4 Firm Composite Time-Weighted Return Report

2020-05-06T19:14:42+00:00

Overview The Firm Composite Time-Weighted Return Report is the fourth section of the Global Investment Performance Standards (GIPS) 2020 Exposure Draft. Its focus is on Firms that use the Time-Weighted Return methodology to prepare compliant presentations for Composites. This section combines the Disclosure, Presentation and Reporting sections for both traditional asset classes and alternative asset [...]

GIPS2020 Changes Series – #4 Firm Composite Time-Weighted Return Report2020-05-06T19:14:42+00:00

GIPS2020 Term – Full Gross-of-Fees Return

2020-05-06T19:14:42+00:00

#15 Full Gross-of-Fees Return Full Definition This term is defined in the GIPS 2020 Exposure Draft as “For an ASSET OWNER, the return on investments that reflects the deduction of only TRANSACTION COSTS. ” Key Points about This Term This term is new in the Global Investment Performance Standards (GIPS) vocabulary. It comes along [...]

GIPS2020 Term – Full Gross-of-Fees Return2020-05-06T19:14:42+00:00

GIPS2020 Term – Fixed Life

2020-05-06T19:14:42+00:00

#14 Fixed Life Full Definition This term is defined in the GIPS 2020 Exposure Draft as “Having a pre-determined, finite investment time horizon. ” Key Points about This Term This term is not exactly new in the Global Investment Performance Standards (GIPS) vocabulary. It has been in the Private Equity provisions of the [...]

GIPS2020 Term – Fixed Life2020-05-06T19:14:42+00:00

GIPS2020 Changes Series – #3 Firm Composite and Pooled Fund Maintenance

2020-05-06T19:14:42+00:00

Overview The Composite and Pooled Fund Maintenance section for Firms is the third section of the Global Investment Performance Standards (GIPS) 2020 Exposure Draft. This section replaces the Composite Construction section of the 2010 edition of the Standards. The focus is still on how to construct and maintain Composites. Although still limited to the [...]

GIPS2020 Changes Series – #3 Firm Composite and Pooled Fund Maintenance2020-05-06T19:14:42+00:00
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