Newsletter Archive: February 2010
GIPS Newsletter
2010 edition of the GIPS standards
released!
CFA Institute has released the most comprehensive edition of the
Global Investment Performance Standards (GIPS) to date. The 2010 edition of the GIPS standards is now available
on the GIPS standards
website. The revisions to the GIPS standards were developed by the
CFA Institute-sponsored GIPS Executive Committee, comprised of nine
senior investment industry members representing stakeholders around the
globe. The GIPS Executive Committee is supported by more than 100
volunteers serving on 10 subcommittees and working groups, each with
diverse and in-depth industry experience. View
the press release for a list of the significant changes. The GIPS
standards website also includes additional resources, including a
red-line version of the provisions showing the changes between the 2005
edition and the 2010 edition, and a cross-reference guide that maps the
provisions between the 2005 edition and the 2010 edition. The Adopting
Release and related Q&As are forthcoming.
Do Not Miss Out - Be the first to Hear!
The GIPS Standards European Conference will be held on 24-25
February 2010 in London and will offer the first opportunity to hear
directly from members of the GIPS Executive Committee about the details
of the 2010 edition of the GIPS standards. Come hear about the changes
and the implications for asset management firms and have your questions
answered. Subject experts will share best practices on implementation and
application of the Standards as well as speak to the key issues and major
developments in performance measurement. For complete details, please
visit the CFA Institute website.
There is still space available at the upcoming GIPS standards interactive workshop on 11 March in Phoenix, Arizona. In addition to helping participants master the requirements of the GIPS standards, including composite construction, performance calculation, and the creation of a compliant presentation, this workshop will include specific discussions about the upcoming changes to the Standards. Learn how the revisions will impact your firm and what the changes mean for compliance. For complete details, visit the CFA Institute website.
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Standards Annual Conference in Boston.