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GIPS Compliance
Error Correction and Materiality Under GIPS 2020
The error correction rules for firms under GIPS 2020 seem pretty straightforward, except for one item: how to determine whether an error is material.View
Operational Due Diligence
Operational Due Diligence During a Pandemic
As COVID-19 continues to present new challenges, so too must operational due diligence professionals adapt, developing new policies and procedures to ensure non-investment risks are addressed.ViewGIPS Compliance
Hedge Funds and Private Equity Firms Unable to Participate in PPP Loan Program
Hedge funds and private equity firms will be unable to take advantage of PPP loans.View
Compliance and Consulting
OCIE 2020 Cybersecurity and Resiliency Observations
On January 27, 2020, OCIE released a 13-page report detailing observations relating to cybersecurity and best practices.ViewCompliance and Consulting
OCIE 2020 Examination Priorities
On January 7, 2020, the SEC’s Office of Compliance Inspections and Examinations (OCIE) announced its 2020 Examination Priorities. Compliance continues to be a major focus.ViewGIPS Compliance
GIPS 2020 Changes Carve-Out Standards
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.ViewGIPS Compliance
The Impact of GIPS 2020 on Pooled Fund Managers
One of the most extensive changes from prior GIPS versions is the treatment of pooled investment funds. Here are four key changes impacting firms that manage pooled vehicles.View
Kreischer Miller Annual Investment Industry Update
Wednesday, November 19, 2019 | The Inn at Villanova | Villanova, PAViewGIPS Compliance
Kreischer Miller's Thomas Peters Presenting at CFA Society New York's 4th Annual Performance and Risk Forum
A forum to discuss the most recent developments in the GIPS standards (the 2020 GIPS Standards) and hear from industry experts.ViewGIPS Compliance