Is it time to replace “discretionary” with “representative” for the GIPS Standards?

Let’s face it, there’s a lot about the Global Investment Performance Standards (GIPS(R)) that can be confusing, and much is owed to some of the terminology that’s used. This post will only focus on one of those terms: discretionary, as in “all...

GIPS Annual Registration … a webinar to help you do it correctly

Firms that claim compliance with the Global Investment Performance Standards (GIPS®) are now required to register with the CFA Institute on an annual basis. We’ve touched on this new requirement in both this blog and our newsletter, and had a webinar conducted...

Free Subscription!

The Journal of Performance Measurement

The Performance Measurement Resource.

Click to Subscribe