The investment industry is ever-evolving, and the GIPS standards have been updated to meet investor needs. GIPS 2020 was released on June 30, 2019, with an effective date of January 1, 2020. It introduced many changes to improve the standards and ease the burden of compliance for asset owners, alternatives managers, and firms that manage funds.
We are committed to providing information and resources to help you understand the intricacies of GIPS 2020 and how it may impact your organization, as well as to keeping you informed as developments occur. Be sure to check back throughout the next several months, as we will be adding to this page.
We invite you to contact us with any questions or for a conversation about how GIPS 2020 will impact you.
On June 30, 2019, the CFA Institute released the 2020 version of GIPS. GIPS 2020 has introduced numerous changes to improve the standards, ease the burden of compliance, and make the process more relevant for many firms in the investment industry. These changes are significant. If you currently claim compliance or are thinking about becoming compliant, you will be impacted by the new standards.
Watch this webinar where we discuss the most significant changes coming out of GIPS 2020.
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