One Firm, One Standard

19/01/2025 6 min Temporada 1 Episodio 1
One Firm, One Standard

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Episode Synopsis

Episode 1: Firm-Wide ComplianceThis episode delves into the critical importance of firm-wide Global Investment Performance Standards (GIPS) compliance. Through a fictional case study, we explore the challenges faced by a global investment firm grappling with inconsistent performance reporting across different regions. We discuss the key principles of GIPS Provision 1.A.1 and provide practical guidance on achieving true firm-wide compliance, including:Comprehensive assessment and cataloging of all portfolios and strategiesClear definition of firm boundariesStandardization of performance calculation and presentation methodologiesFostering a culture of transparency and accountabilityKey takeaway: GIPS compliance is not an option; it's a fundamental requirement for ethical investment management.Channel Intro Get More Compliance Resources - compositeinsider.com Signoff and call to support channel.Support the showGet more resources at compositeinsider.com

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