WHY COMPLIANCE MATTERS FOR INVESTORS The GIPS® standards were designed to provide assurance for investors who want reliable performance metrics based on the principles of fair representation and full disclosure. GLOBAL

Source URL: www.gipsstandards.org

• Finance
• Government investment pool
• CFA Institute
• Financial planning
• Business

PRESS RELEASE CFA Society Switzerland and Swiss Finance Institute Cooperation Pursuing a common goal to foster financial education and strengthen the Swiss banking and finance community The two Swiss financial education

Source URL: www.swissfinanceinstitute.ch

• CFA Institute
• Swiss Finance Institute
• Business
• Finance
• Indian CFA
• Financial planning
• Professional certification in finance
• Chartered Financial Analyst

WHY COMPLIANCE MATTERS FOR INVESTORS The GIPS® standards were designed to provide assurance for investors who want reliable performance metrics based on the principles of fair representation and full disclosure. GLOBAL

Source URL: www.gipsstandards.org

• Finance
• Government investment pool
• CFA Institute
• Financial planning
• Business

GIPS® Guidance Statement on the Use of Supplemental Information Revised Effective Date: 1 January 2006 Adoption Date: 1 October 2003 Effective Date: 1 January 2004 Retroactive Application: Not Required

Source URL: www.gipsstandards.org

• Finance
• CFA Institute
• Financial planning
• Business

Twenty years ago, the idea of a standardized approach toward investment performance measurement was just that—merely an idea. Motivated by what he saw as a critical need for standardized and transparent performance pr

Source URL: www.gipsstandards.org

• Business
• Finance
• Professional certification in finance
• CFA Institute
• Chartered Financial Analyst
• Financial services
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• Financial adviser
• Citigroup
• Financial economics
• Investment
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Guidance Statement on Real Estate Adoption Date: 29 December 2010 Effective Date: 1 January 2011 Retroactive Application: Not Required Public Comment Period: 27 August 2010 – 25 November 2010

Source URL: www.gipsstandards.org

• Economics
• Financial services
• Financial markets
• CFA Institute
• Financial planning
• Investment management
• Valuation
• Collective investment scheme
• Private equity
• Financial economics
• Finance
• Investment

GIPS® Guidance Statement on Error Correction Adoption Date: 18 June 2008 Effective Date: 1 January 2010 Retroactive Application: Not Required Public Comment Period: October 2004 – February 2005

Source URL: www.gipsstandards.org

• Financial planning
• Knowledge
• Sic
• Correction
• Materiality
• Business
• Measurement
• Error
• CFA Institute

Global Investment Performance Standards (GIPS®) The following redline version of the 2005 edition of the GIPS standards highlights the revisions to the GIPS standards to provide transparency regarding all of the changes

Source URL: www.gipsstandards.org

• Economics
• Financial markets
• CFA Institute
• Financial planning
• Financial services
• Investment management
• Valuation
• Portfolio
• Financial economics
• Finance
• Investment

DECLARACIÓN DE DERECHOS DE LOS INVERSORES La “Declaración de Derechos de los Inversores” ha sido elaborada por CFA Institute para facilitar a los usuarios de productos y servicios financieros información sobre la

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DE RECHTEN VAN DE BELEGGER De “Verklaring van de rechten van de belegger” is opgesteld door CFA Institute om afnemers van financiële diensten te informeren over de handelswijze die zij mag verwachten van financiële

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