The Case for GIPS Compliance: A Question of Trust

February 24th, 2016

For investors around the world, trust is at the core of their initial and continued choice of an investment firm. So it is natural for the industry to comply with standards that cultivate trust, particularly if these standards are recognized, voluntary and global. That’s the case with the CFA Institute’s Global Investment Performance Standards (GIPS).

In this white paper, you’ll find:

  • GIPS compliance is gaining significance
  • The process is rigorous but rewarding
  • Deciding to comply involves challenges
  • First Rate tools help enable compliance