Software Updates:
New Features in CAPS 4.71
Articles of Interest:
Achieving and Maintaining AIMR-PPS ® (GIPS®) Compliance
This article originally appeared in the Journal of Performance Measurement and is reprinted with permission from The Spaulding Group. The article is written by Ann Putallaz of Munder Capital Management (see Case Study).
GIPS® Comment Letters:
CAPS actively participates in the GIPS Standard setting process by commenting on proposed changes to the standards during the requested comment period. Many of our comments are based upon things we see within our clients’ organizations and many of our comments have been adopted into the standards. Below are some of our comment letters.
June 26, 2009: Comments on Proposed Revisions to GIPS® (GIPS® 2010)February 16, 2005: Proposed Guidance on Error Correction
July 27, 2004: Proposed Revisions to the Global Investment Performance Standards (Gold GIPS®)
October 30, 2002: Proposed Guidance Statement on Calculation Methodology
December 6, 2001: Proposed Guidance Statement on Composite Definition
September 24, 2001: Proposed Guidance Statement on the Treatment of Significant Cash Flows
July 31, 2001: Proposed Guidance for Verification
GIPS® Website:
CFA Institute GIPS®