Complying with the Global Investment Performance Standards (GIPS)

The first and only comprehensive explanation of GIPS, including how to comply with and implement them

While the CFA Institute has published Global Investment Performance Standards (GIPS) for years, there has never been a serious discussion of their implementation and best use.

In this new book, that void is filled, and you'll quickly discover how to calculate, present, and interpret investment performance conforming to standards that are currently used in over thirty countries worldwide. Covering both the mathematics of relevant investment statistics and the policies and procedures for achieving and maintaining compliance, this book is a comprehensive guide to successfully using GIPS standards in today's turbulent investment environment.

• Chapters include information on GIPS fundamentals, performance composites, risk and dispersion measurement, and much more
• Examples are provided throughout, and supplemental formulas make the book usable as a reference
• Provides the detailed knowledge currently needed by a large group of investment professionals

If you're in the field of finance, Complying with the Global Investment Performance Standards (GIPS) is a book you need to read.

Bruce J. Feibel is Managing Director of Investment Manager Products at BNY Mellon. Formerly, Mr. Feibel was Chief Strategy Officer for Eagle Investment Systems, a BNY Mellon company. Prior to this he was a principal at State Street Global Advisors. He is also the author of the book Investment Performance Measurement, published by Wiley. He earned his B.S. in accounting from the University of Florida. Feibel is a CFA charterholder, a member of the GIPS Risk Standards Working Group, and a past member of the CFA Institute Investment Performance Council.

Karyn D. Vincent is the founder of Vincent Performance Services LLC, a provider of GIPS verification and consulting services. Prior to this, she was a partner at PricewaterhouseCoopers and was responsible for the firm's verification practice globally. Vincent currently chairs the GIPS Interpretations Subcommittee and is a member of the GIPS Executive Committee. Previously she chaired the GIPS Verification Subcommittee. Vincent earned her B.S. in accounting from the University of Massachusetts Dartmouth, and is a CFA charterholder and a CIPM certificant.

Complying with the Global Investment Performance Standards (GIPS) While CFA Institute has published the Global Investment Performance Standards (GIPS) for years, there has never been an in-depth discussion of their implementation. With this new book, authors Bruce Feibel and Karyn Vincent, both of whom have earned global reputations as authorities on performance measurement, fill that void by showing you how to calculate, present, and interpret investment performance in compliance with these standards, which are currently implemented in over thirty countries worldwide. Covering both the mathematics of relevant investment statistics and the policies and procedures for achieving and maintaining compliance, Complying with the Global Investment Performance Standards (GIPS) is a comprehensive guide to successfully using the GIPS standards in today's competitive environment. Divided into three engaging parts, this reliable resource contains: Information on GIPS fundamentals, performance composites, and risk and dispersion measurement Insights on presenting performance for nontraditional asset classes and investment vehicles Advice on how both money managers and their clients can benefit from independent verification Illustrated examples and supplemental formulas that make the book a usable reference source And much more If you're in the field of finance--as an institutional investor or as a manager that serves them-- Complying with the Global Investment Performance Standards (GIPS) is a book you need to read.

Complying with the Global Investment Performance Standards (GIPS) While CFA Institute has published the Global Investment Performance Standards (GIPS) for years, there has never been an in-depth discussion of their implementation. With this new book, authors Bruce Feibel and Karyn Vincent, both of whom have earned global reputations as authorities on performance measurement, fill that void by showing you how to calculate, present, and interpret investment performance in compliance with these standards, which are currently implemented in over thirty countries worldwide. Covering both the mathematics of relevant investment statistics and the policies and procedures for achieving and maintaining compliance, Complying with the Global Investment Performance Standards (GIPS) is a comprehensive guide to successfully using the GIPS standards in todays competitive environment. Divided into three engaging parts, this reliable resource contains: Information on GIPS fundamentals, performance composites, and risk and dispersion measurement Insights on presenting performance for nontraditional asset classes and investment vehicles Advice on how both money managers and their clients can benefit from independent verification Illustrated examples and supplemental formulas that make the book a usable reference source And much more If youre in the field of finance as an institutional investor or as a manager that serves them Complying with the Global Investment Performance Standards (GIPS) is a book you need to read.

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