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.
One of the most extensive changes from prior GIPS versions is the treatment of pooled investment funds. Here are four areas with key changes impacting firms that manage pooled vehicles.
With the release of GIPS 2020 came another change to the standards on carve-outs, marking the second time in which the guidance has changed.
Kreischer Miller Exhibiting at 2019 CFA Institute GIPS Standards Conference
September 11-12, 2019
Fairmont Scottsdale Princess
Kreischer Miller’s Thomas Peters Presenting at CFA Society Philadelphia’s GIPS 2020 Update Luncheon
Thursday, September 26, 2019
Marriott Philadelphia West
Gulph Mills, PA
Kreischer Miller Annual Investment Industry Update
Wednesday, November 13, 2019
The Inn at Villanova
Kreischer Miller’s Thomas Peters Presenting at CFA Society New York’s 4th Annual Performance and Risk Forum
Monday, November 18, 2019
CFA Society New York
New York, NY
Created by the CFA Institute, the Global Investment Performance Standards (GIPS) are broadly accepted, voluntary global standards for calculating and presenting investment performance. What is GIPS used for, and how can you ensure your firm is in compliance?
Many investment firms understand that GIPS verifications are the primary key to gaining access to institutional assets and investment platforms, but wonder if they should also perform composite examinations on key composites.