Materials for GIPS Executive Committee Meeting
25, 27, & 28 September 2010, San Francisco
- Agenda - Open Session (PDF)
- Agenda - Closed Session (PDF)
Action Items (Discussion and Vote Needed)
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GIPS Guidance Statements
- Calculation Methodology (PDF)
- Composite Definition (PDF)
- Definition of the Firm (PDF)
- Performance Record Portability (PDF)
- Fees (PDF)
- Significant Cash Flows (PDF)
- Error Correction (PDF)
- Recordkeeping (PDF)
- Treatment of Carve-Outs (PDF)
- Supplemental Information (PDF)
- Wrap Fee/Separately Managed Accounts (SMA) (PDF)
Discussion Item(s) (Subcommittees, Working Groups, and Project Updates)
- Subcommittee Key Projects (PDF)
-
Draft Guidance/Interpretations
- Performance Examinations (PDF)
- Verifier Independence
- Alternatives Guidance Statement (PDF)
- Risk Guidance Statement