A recallable distribution is a distribution to LPs that GPs have the right to call again for the purpose of investing. This is a term that gets negotiated at the time of the fund’s formation. 636 more words
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Managed Accounts in 401(k) Plans: Can the GIPS® Standards help support a plan sponsor’s due diligence process?
In June 2014, the U.S. Government Accountability Office (GAO) issued a letter to the House of Representatives’ Committee on Education and the Workforce regarding the use of managed accounts in 401(k) plans. 217 more words
By Alexander Cook, CIPM
During the course of a verification, we as verifiers review the firm’s GIPS® compliant disclosure presentations. For new and experienced firms alike there are usually a few things that are brought up and discussed. 592 more words
Ashland Partners & Company LLP and John Norwood Consulting, LLC have co-developed a data-extraction utility to support the GIPS® verification process for Ashland Partners’ clients using Schwab PortfolioCenter. 138 more words