Is a GIPS Committee Right For Your Firm?

March 28, 2018 by Douglas Finlay

Is a GIPS Committee Right For Your Firm?

Firms of all sizes frequently ask about the relevance and importance of forming a GIPS® Committee within their organization. Startup firms debate whether a GIPS Committee provides any added value when limited personnel causes constraints on resources. Conversely, well established, global entities often see the added value in having a committee but must weigh the operational burdens involved.

ACA Performance Services has surveyed a sample of our client base, including firms of various sizes, and put together a summary of the most frequently asked questions about GIPS committees. The white paper linked below covers the following topics and more:

  • Maintaining a GIPS committee or an informal working group
  • Application of a GIPS committee within startup firms as well as established global entities
  • Frequency of committee meetings
  • Committee meeting topics and activities
  • Examples of GIPS committee charters and meeting minutes

 

Download White Paper

 

Questions?

If you have questions about the paper, please email Christie Dillard Horsman.

More Information

ACA Performance Services' Richard Kemmling, PGI’s Cinda Whitten, and Jensen Investment Management’s Gabriel Goddard discuss frequently asked questions regarding GIP Committees and Working Groups in this complimentary webcast

About the Author

Douglas Finlay, CIPM, is a Senior Principal Consultant with ACA Performance Services, a division of ACA Compliance Group. Douglas joined ACA in 2007 and has worked with over 50 clients including several asset owner clients. Douglas earned his B.A. in History from the University of the South (Sewanee). He also holds an M.B.A. with a concentration in Finance from the University of Tennessee at Chattanooga, where he was awarded the John C. Stophel Distinguished Student Award. He is a member of CFA Institute and the CFA Society of East Tennessee

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