Newsletter Archive: May 2005
GIPS Newsletter
Revised GIPS® standards
On 4 February 2005, the CFA Centre for Financial Market Integrity released its newest version of the Global Investment Performance Standards, or GIPS® standards. The revisions to the GIPS standards were developed by the CFA Centre-sponsored Investment Performance Council (IPC), which has 36 members from 15 countries on five continents. The revised version harmonizes global investment performance calculation and reporting practices worldwide and will create a single, global standard for investment performance reporting. Firms have until 1 January 2006 to comply with the new requirements (early adoption is encouraged). For more information about the revised GIPS standards, please visit the CFA Institute website.
Workshop on the Newly Revised GIPS standards
23 June 2005
AIMR-PPS and GIPS Standards Interactive Workshop
Cosponsored by Vincent Performance Services LLC.
Ronald Reagan Building and International Trade Center
Washington, DC
On 23 June 2005 CFA Institute and Vincent Performance Services LLC will
hold a workshop in Washington DC. With impending convergence of the
AIMR-PPS to the GIPS standards, this workshop will provide essential
insights on implementation and convergence issues and discuss the future
direction of the GIPS and AIMR-PPS standards. Space is limited to allow
for personal interaction and discussion.
Save the Date! AIMR-PPS Annual Conference
26-27 October 2005
9th Annual AIMR-PPS Conference: Transitioning to the GIPS
Standards
Loews Philadelphia
Philadelphia, Pennsylvania
For more information, please e-mail programs@cfainstitute.org
IPC Conference Call Meeting
The IPC will hold its next conference call meeting on 28 June 2005 from 7:30am - 9:00am (ET) to further discuss the convergence of local standards (including CVGs) as well as the future governance and structure of the IPC. This meeting is open to the public (the meeting materials will be posted approximately 1 week of the meeting). If you plan to observe the meeting, please e-mail standardsetting@cfainstitute.org to register.
New GIPS Certification Program Announced
CFA Institute has announced a new GIPS certification program for performance measurement practitioners. The curriculum, now in development, will cover professional ethics, the GIPS standards and investment performance measurement, analysis, and evaluation. CFA Institute anticipates offering the first examinations in 2006. To find out more information, please visit our website.
Service Providers
As a service for those who are looking for assistance with AIMR-PPS and GIPS implementation and verification, there is a list of providers available online.
The services listed are provided by the advertisers and are not endorsed or recommended by CFA Institute. To add your firm to this list of service providers, please contact jenine.kaznowski@cfainstitute.org.