Revised Guidance for Presenting Supplemental Information

December 12, 2016

Revised Guidance for Presenting Supplemental Information –  Public Comment Period Open

The revised Guidance Statement on the Use of Supplemental Information exposure draft has been released for public comment. This revised guidance provides new and more detailed interpretation on the treatment of performance and performance-related information both within and outside of a GIPS-compliant presentation. You can send your comments and feedback via email to standards@cfainstitute.org; the public comment period is open until 28 February 2017.

One Comment on "Revised Guidance for Presenting Supplemental Information"

    CFA Institute Wants Your Input - :: Guardian Performance Solutions LLC :: : :: Guardian Performance Solutions LLC :: on Fri, 16th Dec 2016 1:29 am 

    […] The CFA Institute is soliciting feedback regarding the challenges in implementing and maintaining GIPS compliance. Anyone who is involved with applying the GIPS standards including RIAs, asset owners, GIPS verifiers, software vendors, investment performance consultants are asked to complete a brief survey on the CFA Institute website. The results will help to confirm and focus the topics that may need further clarification and/or possible revision. The survey takes only 5-10 minutes is located here. […]