Erik D. Ojala and Karyn D. Vincent, CFA, discuss how a firm's claim of compliance with the GIPS standards relates to its claim of compliance with the GIPS Advertising Guidelines, when a firm may (and may not) follow the GIPS Advertising Guidelines
Erik D. Ojala and Karyn D. Vincent, CFA, discuss how a firm's claim of compliance with the GIPS standards relates to its claim of compliance with the GIPS Advertising Guidelines, when a firm may (and may not) follow the GIPS Advertising Guidelines, and additional considerations when advertising, including monthly/quarterly updates and GIPS Provision O.A.11. Please note that text may be difficult to read in this recording. The presentation slides are available for download in the video player.