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gips compliance article

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 article

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.View
gips compliance article

GIPS 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 article

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.View
compliance and consulting article

Compliance 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.View
gips compliance article

GIPS 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.View
gips compliance article

GIPS 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
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Kreischer Miller Annual Investment Industry Update

Wednesday, November 19, 2019 | The Inn at Villanova | Villanova, PAView
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GIPS 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.View
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GIPS Compliance

Kreischer Miller's Thomas Peters Presenting at CFA Society Philadelphia's GIPS 2020 Update Luncheon

A lively panel discussion about GIPS 2020 and its impact on the investment industry.View