CFA Institute – Exposure Draft Guidance Statement on Firms Managing only Broad Distribution Pool Funds

August 22, 2023

Download PDF:

CFA Institute – Exposure Draft Guidance Statement on Firms Managing only Broad Distribution Pool Funds

Letter Summary:

CFA Institute established the GIPS Standards Technical Committee as the governing body for the Global
Investment Performance Standards (GIPS®). The GIPS Standards Technical Committee, which is
responsible for technical oversight of the GIPS standards, requested comment on the proposal
regarding the Guidance Statement on Firms Managing Only Broad Distribution Pooled Funds.

Overview of the Council’s Comments: