Webinars, Webcasts, and Podcasts

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Articles, White Papers, and Other Educational Materials

• For the Due Diligence Consultant: What GIPS Compliance Means
• UMA Portfolios: When the GIPS Standards Apply
• Understanding the GIPS Standards: A Guide for Asset Owners (PDF)
• Understanding the GIPS Standards: A Guide for Investment Managers (PDF)
• GIPS Treatment of Fees Survey Executive Summary (PDF)
• Assistance to Firms Considering Compliance with the GIPS Standards (PDF)
• Disclosure Guide Matrix: A Comprehensive Disclosure Checklist for the GIPS Standards (PDF)
• Error Correction Survey Results (PDF)
• Performance Advertising - Reconciling the GIPS Standards with the Investment Advisers Act of 1940 (PDF)
• Best Practices for Creating and Maintaining Policies and Procedures for Complying with the GIPS Standards (PDF)
• GIPS Model RFP Template (PDF)
• Country-Specific Taxation Issues (PDF)
• Principles for Investment Reporting (PDF)
• Guidance to Effective Investment Reporting (PDF)