Composites: Considering the New SEC Marketing Rule and the GIPS Standards

by Meradia | Other

The GIPS standards were referenced over 20 times in the SEC’s new marketing rule, leading many firms to consider adopting the Standards prior to the rule’s compliance deadline (November 4, 2022). Meradia’s Jonathan Boersma, CFA, and Natasha Romanova, CIPM, address some of the most frequently asked questions about claiming GIPS compliance.

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