{"id":2999,"date":"2023-08-22T20:18:50","date_gmt":"2023-08-22T20:18:50","guid":{"rendered":"https:\/\/cfacanada.org\/cfa-institute-exposure-draft-guidance-statement-on-firms-managing-only-broad-distribution-pool-funds\/"},"modified":"2025-07-24T09:37:00","modified_gmt":"2025-07-24T13:37:00","slug":"cfa-institute-exposure-draft-guidance-statement-on-firms-managing-only-broad-distribution-pool-funds","status":"publish","type":"post","link":"https:\/\/cfacanada.org\/fr\/cfa-institute-exposure-draft-guidance-statement-on-firms-managing-only-broad-distribution-pool-funds\/","title":{"rendered":"CFA Institute &#8211; Exposure Draft Guidance Statement on Firms Managing only Broad Distribution Pool Funds"},"content":{"rendered":"    <div class=\"hero hero--without-image hero-banner-block alignfull\">\n        <div class=\"hero__wrapper container\">\n            <div class=\"row justify-content-between align-items-center g-0\">\n                <div class=\"d-flex col-12\">\n                    <div class=\"hero__content\">\n                        <h1 class=\"hero__title\">CFA Institute &#8211; Exposure Draft Guidance Statement on Firms Managing only Broad Distribution Pool Funds<\/h1>\n                                                                                            <\/div>\n                <\/div>\n                            <\/div>\n        <\/div>\n    <\/div>\n\n\n\n\n\n<h2 class=\"wp-block-heading\">T\u00e9l\u00e9charger le PDF :<\/h2>\n\n\n\n<p><a href=\"http:\/\/cfacanada.org\/wp-content\/uploads\/2023\/09\/CIPC_CFAI_ExposureDraftonGuidanceStatement_BroadDistributionPooledFunds_20230822.pdf\">CFA Institute &#8211; Exposure Draft Guidance Statement on Firms Managing only Broad Distribution Pool Funds<\/a><\/p>\n\n\n\n<div style=\"height:32px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">R\u00e9sum\u00e9 de la lettre :<\/h2>\n\n\n\n<p>Le CFA Institute a cr\u00e9\u00e9 le Comit\u00e9 technique des normes GIPS en tant qu&rsquo;organe directeur des Global Investment Performance Standards (GIPS\u00ae). Le Comit\u00e9 technique des normes GIPS, qui est responsable de la supervision technique des normes GIPS, a demand\u00e9 des commentaires sur la proposition. responsable de la supervision technique des normes GIPS, a demand\u00e9 des commentaires sur la proposition concernant la Guidance Statement on Firms Managing Only Broad Distribution Pooled Funds (D\u00e9claration d&rsquo;orientation sur les entreprises g\u00e9rant uniquement des fonds communs \u00e0 large distribution).<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Aper\u00e7u des commentaires du Conseil :<\/h2>\n\n\n\n<p>Le <em>Canadian Investment Performance Council (CIPC)<\/em> a soumis ses commentaires au CFA Institute concernant l\u2019<strong>\u00e9bauche de l\u2019\u00e9nonc\u00e9 de principes visant les soci\u00e9t\u00e9s ne g\u00e9rant que des fonds collectifs \u00e0 large distribution (BDPFs)<\/strong>. Voici les principaux points abord\u00e9s :<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Utilit\u00e9 g\u00e9n\u00e9rale<\/strong> : Le CIPC juge le projet utile, notamment dans les juridictions o\u00f9 les exigences locales sont moins rigoureuses que les normes GIPS. Toutefois, il soul\u00e8ve des pr\u00e9occupations concernant l\u2019absence de production syst\u00e9matique de rapports GIPS pour les BDPFs conformes.<\/li>\n\n\n\n<li><strong>Conformit\u00e9 sans rapport GIPS<\/strong> : Les membres sont partag\u00e9s. Certains appuient la conformit\u00e9 si l\u2019information \u00e9quivalente est fournie ailleurs (fiche de fonds, etc.), tandis que d\u2019autres estiment que l\u2019absence de rapports GIPS affaiblit l\u2019int\u00e9grit\u00e9 des normes.<\/li>\n\n\n\n<li><strong>Tenue de dossiers et correction d\u2019erreurs<\/strong> : Le CIPC soutient des approches souples pour les r\u00e9ponses aux appels d\u2019offres (RFP) et aux bases de donn\u00e9es de consultants, en recommandant \u2014 mais non en exigeant \u2014 l\u2019application des politiques GIPS.<\/li>\n\n\n\n<li><strong>V\u00e9rification et d\u00e9claration de conformit\u00e9<\/strong> : Le CIPC est favorable \u00e0 la v\u00e9rification des firmes ne g\u00e9rant que des BDPFs, mais insiste sur une divulgation claire des limites de conformit\u00e9 ou de v\u00e9rification aux investisseurs potentiels.<\/li>\n\n\n\n<li><strong>Provisions applicables<\/strong> : Le CIPC approuve globalement les Sections 1 et 2 du projet, sauf la disposition 1.A.19 qui ne devrait pas s\u2019appliquer aux BDPFs sans rapport GIPS. Il recommande aussi de clarifier que les rapports GIPS pour BDPFs demeurent facultatifs.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>T\u00e9l\u00e9charger le PDF : CFA Institute &#8211; Exposure Draft Guidance Statement on Firms Managing only Broad Distribution Pool Funds R\u00e9sum\u00e9 de la lettre : Le CFA Institute a cr\u00e9\u00e9 le Comit\u00e9 technique des normes GIPS en tant qu&rsquo;organe directeur des Global Investment Performance Standards (GIPS\u00ae). Le Comit\u00e9 technique des normes GIPS, qui est responsable de [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[126],"tags":[],"class_list":["post-2999","post","type-post","status-publish","format-standard","hentry","category-cfa-institute-fr"],"acf":[],"featured_image_src":null,"author_info":{"display_name":"clloyd@cfacanada.org","author_link":"https:\/\/cfacanada.org\/fr\/author\/clloydcfacanada-org\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>CFA Institute - Exposure Draft Guidance Statement on Firms Managing only Broad Distribution Pool Funds - CFA Societies Canada<\/title>\n<meta name=\"description\" content=\"The CIPC&#039;s response to CFA Institute - Exposure Draft Guidance Statement on Firms Managing only Broad Distribution Pool Funds\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cfacanada.org\/fr\/cfa-institute-exposure-draft-guidance-statement-on-firms-managing-only-broad-distribution-pool-funds\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CFA Institute - Exposure Draft Guidance Statement on Firms Managing only Broad Distribution Pool Funds - CFA Societies Canada\" \/>\n<meta property=\"og:description\" content=\"The CIPC&#039;s response to CFA Institute - Exposure Draft Guidance Statement on Firms Managing only Broad Distribution Pool Funds\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cfacanada.org\/fr\/cfa-institute-exposure-draft-guidance-statement-on-firms-managing-only-broad-distribution-pool-funds\/\" \/>\n<meta property=\"og:site_name\" content=\"CFA Societies Canada\" \/>\n<meta property=\"article:published_time\" content=\"2023-08-22T20:18:50+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-07-24T13:37:00+00:00\" \/>\n<meta name=\"author\" content=\"clloyd@cfacanada.org\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\u00c9crit par\" \/>\n\t<meta name=\"twitter:data1\" content=\"clloyd@cfacanada.org\" \/>\n\t<meta name=\"twitter:label2\" content=\"Dur\u00e9e de lecture estim\u00e9e\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/cfacanada.org\\\/fr\\\/cfa-institute-exposure-draft-guidance-statement-on-firms-managing-only-broad-distribution-pool-funds\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/cfacanada.org\\\/fr\\\/cfa-institute-exposure-draft-guidance-statement-on-firms-managing-only-broad-distribution-pool-funds\\\/\"},\"author\":{\"name\":\"clloyd@cfacanada.org\",\"@id\":\"https:\\\/\\\/cfacanada.org\\\/#\\\/schema\\\/person\\\/bfb8c441f84b1651d6d5ad4a42a07022\"},\"headline\":\"CFA Institute &#8211; 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