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Comments on the CFA Institute’s Exposure Draft of GIPS 2020
The IAA discussed the need for the 2020 GIPS Standards to be as streamlined as possible, and expressed concerns regarding the scope of the proposal, particularly about the proposed treatment of limited distribution pooled funds.
December 31, 2018
Comments on GIPS 20/20 Consultation Paper
The IAA recommended several overarching principles to guide the GIPS 20/20 Exposure Draft, including a careful review of costs and benefits, and the need for flexibility, simplification, and a sufficient transition time. The IAA also provided feedback on proposed changes discussed in the paper.
July 16, 2017
Comments on the Exposure Draft of GIPS Guidance Statement on Overlay Strategies
The IAA raised several concerns about the Exposure Draft, including that the proposed guidance is too prescriptive and includes vague definitions. The IAA also outlined principles to guide consideration of the draft.
November 22, 2017
Legal, Regulatory & Compliance
July 16, 2017
Legal, Regulatory & Compliance
April 29, 2016
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