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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

2020 GIPS Standards - Rethinking the GIPS Advertising Guidelines

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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