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Highlights from the GPS Standards Annual Conference 2009 Boston, MA September 2223 GPS 2010 Notes from the 2009 GPS conference Jason Millard, CFA, CPM Senior Consultant Business Development Ashland
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Highlights from form GIPS refer to the key performance and compliance information required to be disclosed by firms that claim compliance with the Global Investment Performance Standards (GIPS).
Investment firms that claim compliance with the GIPS standards are required to file highlights from form GIPS.
To fill out highlights from form GIPS, firms must provide key performance metrics, compliance information, and other required data as outlined in the GIPS standards.
The purpose of highlights from form GIPS is to provide stakeholders with a summarized view of a firm's compliance with the GIPS standards and its investment performance.
Information such as annualized returns, assets under management, composite performance, and disclosures related to compliance must be reported on highlights from form GIPS.
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