Beyond GIPS Compliance: Maximizing Value

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CFA Institute Conference Proceedings Quarterly
June 2012 | Vol. 29 | No. 2 | 9 pages
Source: CFA Institute
Iain W. McAra

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Abstract

The work required to claim and maintain compliance with the GIPS standards can add value beyond just making the statement of compliance. Performance specialists must network within their firms to develop various ways to use the continuously updated policies and procedures required by the Standards. This use of the Standards can add value to the firm, clients, prospective clients, intermediaries, regulators, and the industry as a whole.

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Topics
Alternative Investments
    :
  • Investment Companies
|
Performance Measurement and Evaluation
    :
  • CFA Institute Local Regulations (Presentation of Performance Results)
|
Risk Management
    :
  • Firmwide Risk Management
|
Standards, Ethics, and Regulations (SER)
    :
  • Ethical Practices and Guidelines
Credits · About the CE Program
0.5 CE (including 0.5 SER) Manage CE Credits

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