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Global Investment Performance Standards (GIPS)

Global Investment Performance Standards (GIPS) The Global Investment Performance Standards (GIPS) are used by investment managers for creating performance presentations that ensure a fair representation and full disclosure of investment performance results. GIPS were...

GIPS Composites

A composite is an aggregation of one or more portfolios managed according to a similar investment mandate, objective, or strategy and is the primary vehicle for presenting performance to prospective clients. The firm must include all actual, fee-paying, discretionary...