In this webcast, Diane Robertson and Timothy M. Simons, CFA, CIPM, discuss the following:
• What are the challenges in applying the GIPS standards to wrap/SMA programs?
• How should firms deal with hybrid (model-only) arrangements?
Diane Robertson and Timothy M. Simons, CFA, CIPM, discuss the following: What are the challenges in applying the GIPS standards to wrap/SMA programs? How should firms deal with hybrid (model-only) arrangements? How should a firm manage the recordkeeping requirements? Please note that text may be difficult to read in this recording. The presentation slides are available for download in the video player.