In this webcast, David D. Spaulding, CIPM, and Steven W. Stone discuss the following:
• Examining best practices when introducing a new product
• Understanding what disclosures should be made when presenting back-tested performance
David D. Spaulding, CIPM, and Steven W. Stone examine best practices when introducing a new product, understanding what disclosures should be made when presenting back-tested performance, and presenting this information in relation to the GIPS standards. Please note that text may be difficult to read in this recording. The presentation slides are available for download in the video player.
Best Practices for Model/Hypothetical Performance
Best Practices for Model Hypothetical Performance
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