By Arin Stancil, CFA, CIPM
Investment Adviser Association Newsletter, 01.2021
For firms that are still following the 2010 edition of the GIPS standards, there are several steps that need to be taken and decisions that need to be made in order to ensure ongoing compliance. This article summarizes some key items that all GIPS-compliant firms need to be aware of and should be addressing in order to comply.