Episode 1: Firm-Wide Compliance

This episode delves into the critical importance of firm-wide Global Investment Performance Standards (GIPS) compliance. 

Through a fictional case study, we explore the challenges faced by a global investment firm grappling with inconsistent performance reporting across different regions. 

We discuss the key principles of GIPS Provision 1.A.1 and provide practical guidance on achieving true firm-wide compliance, including:

• Comprehensive assessment and cataloging of all portfolios and strategies
• Clear definition of firm boundaries
• Standardization of performance calculation and presentation methodologies
• Fostering a culture of transparency and accountability

Key takeaway: GIPS compliance is not an option; it's a fundamental requirement for ethical investment management.

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