Performance Insight Newsletter

January 15, 2015

New Year's Resolutions for 2015

The January 2015 edition of Performance Insight proposes "new year’s resolutions" that we feel will make compliance with the GIPS® standards simpler for your firm. While there is not a “one size fits all approach” for all firms, our suggestions ought to help most. Here is a sampling of topics:

  • Simplify net return calculations by adopting model fees
  • Reconsider Significant Cash Flow policies
  • Ensure GIPS policies and procedures are complete
  • Simplify composite inclusion timing policies

Also, our friends at CFA Institute have provided us with a fresh overview of the CIPM® (Certificate in Investment Performance Measurement) program and the recent changes to it. Finally, we include a clarification on the new requirement that firms notify CFA Institute of their claim of GIPS compliance.

Please do not hesitate to contact us with any questions.

Click here to download our newsletter.