The revised Guidance Statement on the Use of Supplemental Information exposure draft provides new and more detailed interpretation on the treatment of performance and performance-related information both within and outside of a GIPS-compliant presentation. This clarification should help firms to better understand the GIPS requirements and recommendations pertaining to supplemental information.
Comment period closed 28 February 2017
ACA Performance Services, LLC
Ambika D'Souza, CIPM
Ashland Partners and Company LLP
Association for Savings and Investment South Africa (ASISA)
Barrow, Hanley, Mewhinney & Strauss, LLC
Bonnie Toh, CIPM
Canadian Investment Performance Council (CIPC)
Drew Peterson, CFA, CIPM
Dutch Investment Performance Measurement Commission
European Association for Investors in Non-Listed Real Estate Vehicles (INREV)
First Quadrant, L.P.
Franklin Resources, Inc.
German Asset Management Standards Committee (GAMSC)
HSBC Global Asset Management Inc.
Indian Association of Investment Professionals (IAIP)
Jason Inman, CPA, CIPM
KPMG LLP, UK
NCREIF PREA Reporting Standards Board and Council
Norwegian Society of Financial Analysts (NFF)
PGIM Fixed Income
Principal Global Investors
Securities Analysts Association of Japan (SAAJ)
Swiss Funds and Asset Management Association (SFAMA)
The Glenmede Trust Company N.A.
The Spaulding Group
T. Rowe Price Associates, Inc.
United Kingdom Investment Performance Committee (UKIPC)
United States Investment Performance Committee (USIPC)