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Recent Press Releases
The GIPS Standards Expand to Canada
The Canadian Investment Performance Committee has been endorsed as the official GIPS sponsor in Canada.
Released 19 June, 2008
Executive Committee Gives Direction on Proposed Changes
Read the Executive Committee's planned course of action for some of the key issues relating to the forthcoming proposed changes to the GIPS standards.
Released 30 April, 2008
CFA
Institute Global Investment Performance Standards Cited by President’s
Working Group on Financial Markets The group recommends that
investors require hedge fund and hedge fund of fund managers to comply
with GIPS.
Released April 21, 2008
GIPS in the News
Fund Management: Tool That Helps to Benchmark Funds
Financial Times / 11 February 2008
Excerpt: GIPS, a product of self-regulation rather than externally imposed standards, are employed by the majority of large fund managers in developed economies. They demand that managers provide a standardized presentation of fund performance so they can be compared with rival offerings.
Advisors Urged to Adopt More Stringent Reporting
Methods in Line with Mifid
Citywire / 9 January 2008
Excerpt:
'GIPS is a level of reporting standard that many of the
ultra-high-net-worth clients opt for when choosing a reporting method,
and therefore wealth manager. Given that these individuals are the jewels
of a relationship manager's client base, it makes financial sense for
institutions to ensure client reporting is as sophisticated as the
products it covers,' he said.
Journal of Performance Measurement Interview with GIPS Executive Director Jonathan Boersma, CFA
The Journal of Performance Measurement / Fall 2007
Jonathan Boersma, CFA is director, investment performance standards, at the CFA Institute Centre for Financial Market Integrity. He is responsible for managing the Investment Performance Standards Policy Group; promulgating the Global Investment Performance Standards (GIPS®) positions, policies, and standards; and coordinating and supporting related educational and public awareness activities.
SEC Alert Sparks Review Of GIPS Compliance
FundFire / 12 September 2007
Excerpt: “I think it’s great to bring attention to this issue,” says Jonathan Boersma, executive director of GIPS at the CFA Institute Centre for Financial Market Integrity. Although voluntary, adherence to GIPS has become a de facto requirement for institutional managers looking to assert the credibility of their performance statements. CFA Institute released a revised set of standards in early 2005, which went into effect at the start of 2006. The September-October edition of the institute’s CFA Magazine explores the details of the SEC alert and outlines several steps firms might take to shore up their GIPS compliance.
Read more GIPS in the news