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Featured Articles

Understanding Global Investment Performance Standards (GIPS®) Model Fee Requirements

We have summarized questions and answers related to model fees from the GIPS standards Q&A database and from the GIPS Standards Help Desk session at the conference. These five Q&As highlight how firms can apply model fees in practice, when additional return streams are allowed, and what disclosures are needed to stay aligned with the 2020 GIPS standards.

Freshly GIPS® Compliant

Freshly GIPS Compliant firms must understand and consistently apply the Global Investment Performance Standards (GIPS®), with particular attention to ongoing requirements like GIPS Report distribution, advertising guidelines, error correction, annual compliance notification, and verifier independence. Achieving and maintaining compliance requires careful planning, documentation, and regular monitoring of regulatory updates to ensure fair and robust performance reporting.

Year-End Checklist for GIPS® Compliance and GIPS Report Updates

The fourth quarter is ideal for reviewing GIPS Compliance and preparing updates to your GIPS Reports. Suggested tasks to complete for this review are listed below. To avoid the December crunch, it’s best to stagger these tasks throughout the quarter.

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