This episode introduces the Global Investment Performance Standards (GIPS) in terms of what they are, who claims compliance, and why they matter.
Amy walks through the fundamentals of GIPS compliance, including composite construction, standardized calculation methodologies, and the structure of a GIPS Report. You’ll learn how GIPS Reports are used in practice via supporting RFPs, due diligence, and institutional marketing and why investors rely on them for transparency and comparability.
Amy and Kira also explain how GIPS can serve as a strong framework for meeting SEC Marketing Rule expectations, helping firms reduce risk while enhancing credibility.
