Navigating the intricacies of financial regulations can be a challenge, especially with the recent update to the SEC Marketing Rule 206(4)-1. Reconciling this with the Global Investment Performance Standards (GIPS) requires attention to detail and a proactive approach. Let’s break down the top five things you need to focus on to ensure a seamless integration. […]
The GIPS Policies and Procedures Manual: A Solid Blueprint Claiming GIPS compliance can be a game-changer for investment managers. It’s like constructing a solid architectural marvel that stands tall amidst a competitive financial landscape. And the GIPS Policies and Procedures Manual acts as the blueprint for this masterpiece! In this blog post, we’ll explore how […]
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