Newsletter Archive: July 2010
GIPS Newsletter
CFA Institute Announces New Appointments to
GIPS Executive Committee
CFA Institute has announced the appointment of three new
members to the GIPS Executive Committee (EC): Louis Boulanger as chair of
the GIPS Council, Iain McAra as chair of the GIPS Investment Manager
Subcommittee, and Dmitri Senik as chair of Europe, Middle East, and
Africa Regional Investment Performance Subcommittee (EMEA RIPS).
The nine-member GIPS Executive Committee is composed of a diverse group
of investment professionals who develop and promote the adoption and
implementation of the GIPS standards as the single, global standard for
calculating and presenting investment performance. The new members will
begin their terms in September, replacing outgoing members Stefan Illmer,
Sunette Mulder, and Neil Riddles, CFA, CIPM. See the announcement
press release on the GIPS website.
Save the Date: 2010 GIPS Annual Conference in
San Francisco
The GIPS Standards Annual Conference is scheduled for
29-30 September 2010 in San Francisco. Last year’s conference sold out
and space is limited, so register early. This year’s conference will
cover key topics in the performance measurement industry as well as a key
elements of the 2010 edition of the GIPS
standards.
A GIPS Standards Interactive Workshop precedes the
annual conference and is scheduled for 28 September 2010 in San
Francisco. The workshop will help participants master the requirements of
the GIPS standards, including composite construction, performance
calculation, and the creation of a compliant presentation. In order to
help you get prepared for 2011, this workshop will specifically include
interactive discussion about the 2010 edition of the GIPS standards.
Learn how your firm might be impacted and what the changes might mean for
compliance.
New Q&As Posted on the GIPS
Website
Ten new Q&A’s have been added to our database providing
additional guidance on Verification and Cash Flows. Firms are reminded
that compliance with the GIPS standards also includes adherence to all
Q&A’s and other guidance. The new Q&A’s can be found by searching
the GIPS Q&A database by
performing a search for category “Verification” for entries updated in or
after May 2010 and a search for category “Cash Flows” for entries updated
in or after June 2010.
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Please visit www.gipsstandards.com for additional
information and resources, including podcasts from the last
year’s GIPS Standards Annual Conference in Boston.