GIPS: Key Points


Juat another guy struggling with GIPS…

What do you think are three most important formulae, definitions, or facts for this section? If you could know only three things going into the exam, what would they be?

Best of Luck!

  1. All the relevant valuaion time lines - Real estate quaterly valuation, annual external valuation, Private equity annual valuation. etc…

  2. Original & Modified Diez

  3. Valuation Heirarchy (in order)

Yes good thread idea.

I have yet to review GIPS (except a first pass in january, meh) and I certainly won’t be giving it more than a couple of hours at this point.

Definition of a firm?