Changes to the GIPS standards effective January 1, 2010
Separate and distinct from the GIPS 2010 exposure draft are the changes reflected in the current version of
the GIPS standards. You can see a detailed explanation of the five changes in the January 2009 edition of our
newsletter.
the GIPS standards. You can see a detailed explanation of the five changes in the January 2009 edition of our
newsletter.
You can also watch videos, which explain changes to the GIPS standards at
http://www.gipsstandards.org/compliance/articles/index.html
http://www.gipsstandards.org/compliance/articles/index.html
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Mark your calendar
GIPS Standards Interactive Workshop
March 28, 2012
New York Society of Security Analysts
New York, New York, USA
More info available on the GIPS
standards website
March 28, 2012
New York Society of Security Analysts
New York, New York, USA
More info available on the GIPS
standards website
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News & Upcoming Events
2010 edition of the GIPS® standards approved
On January 29, 2010, the GIPS Executive Committee approved the 2010 edition of the GIPS standards. The
2010 edition is available on the GIPS standards website, as is a very helpful tracked changes version from
the current edition of the Standards. The February 2010 edition of our newsletter, VPS Views & News,
discusses highlights of the changes.
2010 edition is available on the GIPS standards website, as is a very helpful tracked changes version from
the current edition of the Standards. The February 2010 edition of our newsletter, VPS Views & News,
discusses highlights of the changes.
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© 2012 Vincent Performance Services LLC. All Rights Reserved.
GIPS® is a trademark owned by CFA Institute.
GIPS® is a trademark owned by CFA Institute.
Portland | Los Angeles | Boston
Revised Guidance Statements Released
As a result of issuing the 2010 edition of the Global Investment Performance Standards (GIPS®), all existing
guidance statements were updated to make them consistent with the language in the GIPS standards
themselves. We recommend reviewing the tracked changes version of each guidance statement to help you
identify any changes that impact your firm. All guidance statements are available on the GIPS standards
website.
http://gipsstandards.org/standards/guidance/current_guidance.html
guidance statements were updated to make them consistent with the language in the GIPS standards
themselves. We recommend reviewing the tracked changes version of each guidance statement to help you
identify any changes that impact your firm. All guidance statements are available on the GIPS standards
website.
http://gipsstandards.org/standards/guidance/current_guidance.html
Vincent Performance founder, Karyn D. Vincent, co-authors new book Complying with
the Global Investment Performance Standards (GIPS®)
the Global Investment Performance Standards (GIPS®)
While CFA Institute has published the Global Investment Performance Standards (GIPS) and related
interpretations for years, there has never been a book devoted to the discussion of the practical
implementation of the GIPS standards. This book fills that void.
This book covers both the mathematics of calculating investment performance and the requirements and
related policies and procedures for achieving and maintaining compliance with the GIPS standards. Chapters
address the fundamentals of GIPS compliance, creating and maintain performance composites, performance
measurement, and much more.
Karyn’s co-author is Bruce J. Feibel, BNY Mellon Asset Servicing Managing Director. Karyn and Bruce, who
have more than 40 years of combined experience in the performance industry, are long-standing volunteers
with CFA Institute’s GIPS committees, and Karyn has been a long time fan of Bruce’s first book, Investment
Performance Measurement. Said Feibel, "Karyn and I wrote this book to package our experiences into a
useful guide to help educate the global investment community."
The book is part of the Frank J. Fabozzi Series and is published by John Wiley & Sons. Learn more about
Complying with the Global Investment Performance Standards (GIPS®) at http://www.wiley.
com/WileyCDA/WileyTitle/productCd-0470400927.html
interpretations for years, there has never been a book devoted to the discussion of the practical
implementation of the GIPS standards. This book fills that void.
This book covers both the mathematics of calculating investment performance and the requirements and
related policies and procedures for achieving and maintaining compliance with the GIPS standards. Chapters
address the fundamentals of GIPS compliance, creating and maintain performance composites, performance
measurement, and much more.
Karyn’s co-author is Bruce J. Feibel, BNY Mellon Asset Servicing Managing Director. Karyn and Bruce, who
have more than 40 years of combined experience in the performance industry, are long-standing volunteers
with CFA Institute’s GIPS committees, and Karyn has been a long time fan of Bruce’s first book, Investment
Performance Measurement. Said Feibel, "Karyn and I wrote this book to package our experiences into a
useful guide to help educate the global investment community."
The book is part of the Frank J. Fabozzi Series and is published by John Wiley & Sons. Learn more about
Complying with the Global Investment Performance Standards (GIPS®) at http://www.wiley.
com/WileyCDA/WileyTitle/productCd-0470400927.html
GIPS Standards Annual Conference
September 20-21, 2012
Westin Copley Place
Boston, Massachusetts
More info available on the GIPS
standards website
September 20-21, 2012
Westin Copley Place
Boston, Massachusetts
More info available on the GIPS
standards website