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.