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1912, 2018

GIPS2020 Changes Series – #8 Asset Owner Fundamentals of Compliance

By |December 19th, 2018|Tags: , , , |

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 [...]

1912, 2018

GIPS2020 Changes Series – #7 Firm Pooled Fund Money-Weighted Return Report

By |December 19th, 2018|Tags: , , , |

Overview The Firm Pooled Fund Money-Weighted Return Report is the seventh section of the Global Investment Performance Standards (GIPS) 2020 Exposure Draft. Its focus is on Firms that currently prepare 'compliant presentations' for [...]

1712, 2018

GIPS2020 Changes Series – #6 Firm Pooled Fund Time-Weighted Return Report

By |December 17th, 2018|Tags: , , , |

Overview The Firm Pooled Fund Time-Weighted Return Report is the sixth section of the Global Investment Performance Standards (GIPS) 2020 Exposure Draft. Its focus is on Firms that manage Limited Distribution Pooled Funds [...]

1212, 2018

GIPS2020 Changes Series – #5 Firm Composite Money-Weighted Return Report

By |December 12th, 2018|Tags: , , , |

Overview The Firm Composite Money-Weighted Return Report is the fifth section of the Global Investment Performance Standards (GIPS) 2020 Exposure Draft. Its focus is on Firms that use the Money-Weighted Return methodology to [...]