New Year's Resolutions for 2015
The January 2015 edition of Performance Insight proposes "new years 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.
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