AGENDA -
Overview of GIPS Standards -
Goals of CFA Institute for GIPS 2020 Exposure Draft -
Proposed Material Changes to GIPS Standards -
Impact of GIPS 2020 Proposals on Market Participants -
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On June 9, 2017, the Financial Industry Regulatory Authority, Inc. (“FINRA”) issued an interpretive letter (the “Letter”) permitting the use of Related Performance Information (as defined below) in continuously offered...more
On May 12, 2015, the Financial Industry Regulatory Authority (“FINRA”) issued an interpretive letter (the “Letter”) permitting the use of Related Performance Information (as defined below) in communications distributed solely...more