GIPS Recordkeeping Guidance Provides Performance Backup Ideas

The new GIPS Guidance Statement on recordkeeping, which goes into effect this week, may be worth a read even if your firm does not claim GIPS compliance. The statement sets out lists of various types of records that can be used to reconstruct both account-level and composite-level performance. For example, account-level backup might include: bank/custodial statements […]
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