$25.00
Best Practices for GIPS® Policies & Procedures
David D. Spaulding, DPS, CIPM
As GIPS® verifiers, we have seen literally hundreds of GIPS Policies & Procedures. In the course of this time, you might say that we’ve seen “the good, the bad, and the ugly.” In addition, a couple of us have written policies and procedures for multiple asset managers. This experience has resulted in an awareness of what is needed, as well as the best ways to present it. We hope that you find this paper of value as you prepare, develop, and/or maintain such documents for your firm or organization.
Description
Best Practices for GIPS® Policies & Procedures
David D. Spaulding, DPS, CIPM
As GIPS® verifiers, we have seen literally hundreds of GIPS Policies & Procedures. In the course of this time, you might say that we’ve seen “the good, the bad, and the ugly.” In addition, a couple of us have written policies and procedures for multiple asset managers. This experience has resulted in an awareness of what is needed, as well as the best ways to present it. We hope that you find this paper of value as you prepare, develop, and/or maintain such documents for your firm or organization.
Related products
-
A Consistent Linking Concept for Fast Calculations of the Rate of Return and Research of Investment
$25.00 Add to cart -
A Case for Arithmetic Attribution
$25.00 Add to cart -
A Framework for Multiple Currency Fixed Income Attribution
$25.00 Add to cart -
A Framework for Evaluating Hedge Fund Risk
$25.00 Add to cart