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Richard Hoey
Chief Economist, BNY Mellon

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BNY Mellon Wealth Management

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Grasping GIPS

Understanding New Global Investment Performance Standards


Global Investment Performance Standards, also known as GIPS®, underwent major revisions in 2011. These revisions are poised to have a profound effect on investors and investment managers alike, according to Bruce Feibel, Managing Director, BNY Mellon Asset Servicing. Feibel explains that GIPS, created and administered by the CFA Institute, have been revised around three key factors: fair value, compliance statement and verification status, and risk reporting. Learn how these revisions, along with existing GIPS provisions, help investment managers transparently present and communicate performance information to prospective investors.

Client-Advisor Engagement

Gloria Zaldivar

Gloria Zaldivar, Senior Director and Portfolio Management Team Leader, BNY Mellon Wealth Management, explains the value of true partnerships.

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Download Defining the New Model for Client-Advisor Engagement »

February 2012 Economic Update

Richard Hoey

BNY Mellon's Chief Economist Richard Hoey cites three global themes and three worries.

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Download February 2012 Economic Update »

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