Articles and Multimedia About Compliance
Learn about the benefits to your firm and others
Read articles:
Understanding GIPS - A Guide for Plan Sponsors and
Investment Consultants - English (PDF)
Understanding GIPS - A Guide for Plan Sponsors and Investment Consultants - Chinese (PDF)
Understanding GIPS - A Guide for Plan Sponsors and Investment Consultants - Korean (PDF)
The GIPS Standards Mission and Vision - A Road Map (PDF)
An Opportunity to Improve Investment Performance (PDF)
Wake Up Call on GIPS (PDF)
DIY Solutions (PDF)
The Benefits for Investors (PDF)
Why Compliance Matters (PDF)
Webcasts and Podcasts:
2010
Client Goal-Based Performance Analysis
Stephen Campisi, CFA, Director of Institutional Investments, Bank
of America, Merrill Lynch
Practical Recommendations for Developing Policies and
Procedures
Ann F. Putallaz, CIPM, Vice President and Director of Data and
Communication Services, Munder Capital Management
Iain McAra, Performance Strategist for JPMorgan Asset
Management
GIPS 2010: Review of the New Standards (Part
1)
Karyn D. Vincent, CFA, CIPM, Founder, Vincent Performance Services
LLC
Jonathan A. Boersma, CFA, Executive Director of the
Global Investment Performance Standards at CFA Institute
GIPS 2010: Review of the New Standards (Part
2)
Karyn D. Vincent, CFA, CIPM, Founder, Vincent Performance
Services LLC
Jonathan A. Boersma, CFA, Executive Director of the
Global Investment Performance Standards at CFA Institute
2009
Firm Management: Where does Performance Fit?
Stephen Campisi, CFA, Institutional Portfolio Manager and
Principal of Intuitive Performance Solutions
James Edmonds, CFA, Global Head of Performance Measurement and Client
Reporting at AllianceBernstein
Holly H. Miller, Partner and Founding Member of Stone House
Consulting, LLC.
GIPS 2010: Preview of the New Standards
Jonathan A. Boersma, CFA, Executive Director of the
Global Investment Performance Standards at CFA Institute y
Karyn D. Vincent, CFA, CIPM, Founder of Vincent Performance
Services LLC.
The Importance of Risk and Attribution in the
Post-Madoff Era
Dan diBartolomeo, President and Founder of Northfield Information
Services, Inc
Proposed Changes to the GIPS Standards: Part I
Stefan J. Illmer, Head of Client Reporting, Credit Suisse
Karyn D. Vincent, CFA, CIPM, Founder, Vincent Performance Services
LLC
Proposed Changes to the GIPS Standards: Part II
Stefan J. Illmer, Head of Client Reporting, Credit Suisse
Karyn D. Vincent, CFA, CIPM, Founder, Vincent Performance Services
LLC
Implications for 2010 Effective Dates
Carl R. Bacon, CIPM, Chairman, StatPro Group PLC
Brian Chapman, Director, KPMG
A Short Seller's Guide to Risk Management
(podcast)
James B. Clunie, CFA, ASIP, Investment Director, UK Equities for
Scottish Widows Investment Partnership
Fixed-Income Attribution Made Easy
Stephen Campisi, CFA, Principal, Intuitive Performance Solutions
2007
GIPS Update: New Guidance and Implications of Future
Effective Dates
Karyn D. Vincent, CFA and Neil E. Riddles, CFA
From the GIPS Standards Annual 2007 Conference
Looking Ahead
Stephen Campisi, CFA
From the GIPS Standards Annual 2007 Conference
The Future of Attribution: Looking Ahead with Two of the
Pioneers
Denis Karnosky and Brian D. Singer, CFA
From the GIPS Standards Annual 2007 Conference
SEC Update
William R. Meck
From the GIPS Standards Annual 2007 Conference
2006
GIPS Compliance: Practicalities & Pitfalls
Ann F. Putallaz
From the GIPS Standards Annual 2006 Conference
Using the GIPS Advertising Guidelines Appropriately and
Effectively
Erik D. Ojala and Karyn D. Vincent, CFA
From the GIPS Standards Annual 2006 Conference
2005
Introduction of GIPS standards
Carl R. Bacon
From the GIPS Conference 2005