Overview
Introduction
The service is designed to share information GIPS for FMP performance information between fiduciary managers on an anonymised basis. The GIPS for FMP data is comprised of monthly information that is updated each quarter.
Users of the service are able to input their data directly to the system via an email update and are able to download the information in anonymised format for all participants in the service and also view and print standardised charts and reports based on the data.
GIPS for FMP
All fiduciary managers wishing to market their services in the UK must comply with the GIPS for FMP standard for presenting historic performance data. This is overseen by the CFA Institute (CFA). The standard requires all fiduciary management clients to be placed in specific composites depending on the degree of discretion that the manager has and the return objective of the fund.
There is no limit on the number of composites a fiduciary manager can have although a standardised recommended framework is provided by the CFA.
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