Compliance with the GIPS® standards is recognized as an industry best practice and has become a de facto requirement, especially in the institutional money management space, in order to stay competitive. A firm’s claim of GIPS compliance facilitates “apples-to-apples” comparisons between investment managers for prospective clients and fosters invaluable client trust.
ACA Performance Services' recent white paper was developed to help firms considering GIPS compliance, and also those looking to improve a current framework, by providing an overview of the building blocks necessary to manage a successful claim of GIPS compliance. The white paper below covers the following topics and more:
- Drafting policies and procedures
- Defining the firm and discretion
- Instituting sound recordkeeping practices
- Constructing composites
- Creating compliant presentations and marketing materials
If you have questions about the paper, please email Justin Guthrie.