Performance Evaluation & GIPS Blog

Performance Evaluation & GIPS Blog2018-12-26T18:03:39+00:00
2412, 2018

GIPS2020 Changes Series – #13 GIPS Advertising Guidelines

By |December 24th, 2018|Tags: , , , |

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 [...]

2412, 2018

GIPS2020 Changes Series – #12 Asset Owner Composite Money-Weighted Return Report

By |December 24th, 2018|Tags: , , , |

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 [...]

2412, 2018

GIPS2020 Changes Series – #11 Asset Owner Total Fund & Composite Time-Weighted Return Report

By |December 24th, 2018|Tags: , , , |

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 [...]

2112, 2018

GIPS2020 Changes Series – #10 Asset Owner Total Fund & Composite Maintenance

By |December 21st, 2018|Tags: |

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 [...]

2112, 2018

GIPS2020 Changes Series – #9 Asset Owner Input Data & Calculation Methodology

By |December 21st, 2018|Tags: , , , |

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 [...]

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