Tags » GIPS

What are Recallable Distributions?

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


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

The Verifier

From Every Angle: Self-portrait in plaster

My internet acquaintance Shane, is the lucky guy that gets to host of this week’s Weekly Photo Challenge over at WordPress. He came up with the idea to shoot a subject… 41 more words

Weekly Photo Challenge

Top 5 Issues in Annual Disclosure Presentations

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

The Verifier

CFA Level 1 - Ethical and Professional Standards

Congratulations! You are starting to study the CFA Level 1 material!

In this first part, you have to learn the Code of Ethics and Standards of Professional Conduct… 434 more words

CFA Level 1

Ashland Partners Releases a New Verification Data Extraction Utility

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

The Verifier

Decoupage på fågelask

Man måste väl stanna upp och njuta av varorna ibland. Mitt i allt packande satte jag mig vid bordet och plockade fram det som låg närmast mig. 34 more words

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