004 IAQ: Why Do the Global Investment Performance Standards Matter?

Join Hillary Sunderland and Cassie Laymon as they discuss the Global Investment Performance Standards and why it’s important for advisors to understand the role it plays in the due diligence process. Find answers to the following questions:

  • What is GIPS?
  • Why is there a need for GIPS?
  • When a firm is compliant with GIPS, what controls are in place?
  • What do you mean by, “GIPS helps level the playing field across firms?”
  • What is a GIPS Verification?
  • Does LightPoint portfolios adhere to the GIPS standards?

Additional Resources:

Why GIPS Compliance Matters for Investors What are the GIPS Standards

Why GIPS Compliance Matters for Investors

The Importance of GIPS – from the CFA Institute