Newsletter Archive: November 2006

 

GIPS Newsletter

 

New Guidance Available for the GIPS® Standards

The GIPS Secretariat at CFA Institute is pleased to announce the adoption of the Guidance Statement on GIPS Performance Examinations by the GIPS Executive Committee at their meeting 30 October 2006.  The effective date for the guidance is 31 December 2006.  The adopting release for the Guidance Statement is available online.

This guidance provides the verification industry with procedures for conducting a Performance Examination should an investment firm choose to go beyond a firm-wide verification and have a further, more extensive, specifically-focused examination (or performance audit) of a specific composite and its presentation.

 

Errata Sheet for the GIPS Standards

An errata sheet, which contains minor corrections and edits to the GIPS standards (adopted February 2005), is available online

 

Service Providers

To assist those who are looking for additional support with the implementation and/or verification of the GIPS standards a list of providers and software vendors is available on our website.

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.