GIPS2020 Changes Series – #13 GIPS Advertising Guidelines
Overview The GIPS Advertising Guidelines is the thirteenth and last section of the GIPS 2020 Exposure Draft. In light of the changes in the GIPS Standards to specifically include Pooled Funds and Asset [...]
GIPS2020 Changes Series – #12 Asset Owner Composite Money-Weighted Return Report
Overview The Additional Composite Money-Weighted Return Report is the twelfth section of the GIPS 2020 Exposure Draft. The Standards here are of similar or the same wording as the associated Firm Standards. Key [...]
GIPS2020 Changes Series – #11 Asset Owner Total Fund & Composite Time-Weighted Return Report
Overview The Total Fund and Composite Time-Weighted Return Report is the eleventh section of the GIPS 2020 Exposure Draft. The Standards here are of similar or the same wording as the associated Firm [...]
GIPS2020 Changes Series – #10 Asset Owner Total Fund & Composite Maintenance
Overview The Total Fund and Composite Maintenance is the tenth section of the GIPS 2020 Exposure Draft. This section for Asset Owners has a fewer number of Standards compared to the relevant Firm [...]
GIPS2020 Changes Series – #9 Asset Owner Input Data & Calculation Methodology
Overview The Input Data and Calculation Methodology section for Asset Owners is the ninth section of the GIPS 2020 Exposure Draft. Just like the related Firm section, most of the Standards are the [...]
GIPS2020 Changes Series – #8 Asset Owner Fundamentals of Compliance
Overview The Fundamentals of Compliance section for Asset Owners is the eighth section of the GIPS 2020 Exposure Draft. The five (5) Asset Owner sections of the GIPS 2020 are a completely new [...]