Analytical Insights is a quarterly publication providing clients with investment information that can be used in the process of monitoring global assets.
A Message from Debra Baker
Managing Director, Head of Global Risk Solutions BNY Mellon Asset Servicing
The Global Investment Performance Standards (GIPS®) are a broadly accepted, voluntary set of guidelines that are based on the fundamental principles of full disclosure and fair representation of investment performance results. The GIPS standards were created by and are administered by the CFA Institute.
The popularity and world-wide adoption of GIPS by investment management firms is largely due to demands by asset owners. In order to win business as an outsourced manager, asset owners increasingly require investment managers to comply with the GIPS standards. Through these interactions, more asset owners have come to understand the importance of one global, ethical set of standards for performance measurement calculation and presentation and want to apply the same principles to their own performance reporting.
In response to this shift in thinking, we are excited to share with you our new white paper, Practical Guidance: the GIPS® Standards for Asset Owners. BNY Mellon's Global Risk Solutions team partnered with ACA Performance Services, one of the largest teams of professionals solely dedicated to GIPS verification and related services, on this paper that provides education, insight, and practical guidance for asset owners seeking to comply.