Bridge over ocean
13 September 2018 Multimedia

2020 GIPS Standards - Rethinking the GIPS Advertising Guidelines

  1. Justin S. Guthrie, CFA
  2. Ann F. Putallaz, CIPM

Ann Putallaz and Justin Guthrie, CFA, discuss integrating broad and limited distribution pooled funds into the GIPS Advertising Guidelines and expanding options for referencing a firm’s claim of compliance with the GIPS standards. 

This is the archived version of a live broadcast that took place 13 September 2018 at the CFA Institute 22nd Annual GIPS Standards Conference.  

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