Celebrating 30 Years of the Global Investment Performance Standards (GIPS)

A look back at the history of the CFA Institute Performance Presentation Standards: an industry game changer. Manager performance composites weren’t always a useful tool to assess historical manager performance. Prior to the mid-1980s, reporting on and assessing investment performance was the “Wild West” for fund sponsors and consultants. Many managers were merely putting their […]

More than Words: The Asset Manager Code of Professional Conduct

The perception and validation of ethical standards in investment professionals builds client trust in an advisor and strengthens the resolve to stay the course when the advisor’s strategy is out of favor. If you think about it, the fundamental conclusion for all manager research is the development of trust in the people, philosophy, processes, and […]

Ethical Mindfulness

Download PDF Studies show that the key to ethical behavior is to keep promoting, discussing, and practicing ethical principles. Here, we present eight important points on ethics: Implementing high ethical standards in the investment industry is not only the right thing to do, but also the best way to build a sustainable business. Ethically minded […]