Industry Survey Released

In conjunction with the USIPC, CFAI has released an industry survey to all stakeholders and interested parties as it relates to the GIPS®. This survey will be evaluated by CFAI staff in order to help focus on outreach efforts, expand guidance to areas of the Standards to which there are none, and will help serve as a base of information when writing GIPS 2020. It is critical that all firms who have concerns or suggestions for the Standards participate in the standard setting process and this is the easiest way to do it. It only takes 5-10 minutes and will provide the industry with a basis for applicable and practical ethical principles for performance reporting.

Who should take the survey? Anyone involved in the investment management business, including asset owners and managers (whether claiming compliance or not), verifiers, auditors, consultants, software vendors, etc.

Click here to view the survey.

GIPS® is a registered trademark owned by CFA Institute.

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