Key principles and practical steps to achieve performance reporting excellence.

    Institutional investors are demanding more transparency, consistency, and confidence in performance reporting. For credit managers, aligning with the Global Investment Performance Standards (GIPS®) isn’t just checking a box; it’s about gaining a 

    In our latest white paper, “Demystifying GIPS®: A Clear Path for Credit Managers,” our experts break down the process and show how compliance is more achievable than you might expect.

    You’ll learn: 

    • How to define your firm and establish discretion.
    • The difference between composite and pooled fund reporting.
    • Best practices for calculating performance for collateralized loan obligations and private credit. 
    • Where FINRA internal rate of return requirements intersect with GIPS standards.  

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