Investment Adviser Marketing

In May 2017, the GIPS Executive Committee announced its intent to publish updated GIPS standards in an effort to make the standards more relevant and applicable to all asset managers, regardless of structure, client type, asset class, or investment strategy. These updates are currently anticipated at the end of August 2018, and will have a wide-reaching impact on firms that claim compliance with GIPS. This page contains information and materials to help firms assess their current and future obligations under GIPS.
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