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A First Look at the CFA Institute’s Final 2020 GIPS Standards

On June 28, 2019, the CFA Institute published the 2020 edition of the Global Investment Performance Standards (the “2020 Standards”). The Global Investment Performance Standards (“GIPS”) are voluntary ethical standards that...more

A Face-Lift for GIPS: CFA Institute Publishes Proposed Revisions to the GIPS Standards in the GIPS 2020 Exposure Draft

Sections: - Executive Summary - Material Changes Proposed by the Exposure Draft - Effect of the Proposed Revisions Certain Investment Managers and Transactions - Executive Summary - On August 30, 2018 the CFA...more

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