Iain McAra and Ann Putallaz, CIPM, discuss the basics of creating and maintaining policies and procedures as required by the GIPS standards for compliant firms.
Iain McAra and Ann Putallaz, CIPM, discuss the basics of creating and maintaining policies and procedures as required by the GIPS standards for compliant firms. They offer helpful hints for the ongoing process of the development and review of such policies and procedures and encompasses various examples covering the different areas of the GIPS standards.