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The impact of proposed changes to GIPS® 2020: Part 2

The impact of proposed changes to GIPS® 2020: Part 2

In this, the third and final installment of our series on the CFA Institute’s Global Investment Performance Standards (GIPS®) 2020 revisions, we are continuing our look at some of the proposed changes detailed in the standards and how they may affect financial analysts. The GIPS® 2020 project seeks to revise and bring up-to-date many of the statutes in the current GIPS® standards, which were last revised almost a decade ago.

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The impact of the proposed changes in GIPS® 2020

The impact of the proposed changes in GIPS® 2020

As we wrote about in our recent whitepaper, the first major revision of the Global Investment Performance Standards (GIPS®) in more than a decade is underway. Known as GIPS® 2020, the project aims to bring the standards closer to universal acceptance by asset managers, asset owners and regulators by filling gaps that currently exist, eliminating unnecessary elements and correcting misinterpretations where they previously existed.

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The impetus behind GIPS® 2020

The impetus behind GIPS® 2020

Like any heavily regulated industry, financial services has many sets of third-party compliance standards and guidelines to follow. While compliance with some of these industry standards is voluntary and serves as more of a best practices framework, most responsible firms do make an effort to sta…

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Dealing with the deluge of data in fixed income

Dealing with the deluge of data in fixed income

It’s essentially a fact of life: a massive volume of data flows through fixed-income trading desks every day. But, despite the increasing influx of data, most PMs still rely on manual, outdated methods of extracting intelligence from the growing supply of information.

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Creating a security culture in FinTech

Creating a security culture in FinTech

Many financial institutions are now working with FinTech providers in partnerships that are helping transform the industry. Instead of seeing this wave of new start-ups and technological innovation as a threat, institutions are recognizing the opportunity, and young FinTech businesses are discove…

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Beyond https – Simple options to secure fintech web applications

Beyond https – Simple options to secure fintech web applications

We’ve all seen the little green bar on our web browsers and the padlock icon that tells us the site we are visiting is secure. Whilst this is a very useful and visual indicator that the website owners have adopted a verified and acceptable level of encryption certificate, it doesn’t tell us the w…

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