If you're working with investment firms that claim GIPS compliance or want to, this walks you through the CFA Institute standards for composite construction, performance calculation, and presentation. It covers the 2020 edition requirements, including how to handle terminated portfolios, time-weighted return calculations, and when non-discretionary accounts must be excluded. Useful when you're building composites, preparing client presentations, or figuring out whether a firm's track record actually meets GIPS standards. The all-or-nothing nature of GIPS compliance means you can't cherry-pick which strategies to include, so this helps navigate those constraints and error correction policies.
npx skills add https://github.com/joellewis/finance_skills --skill gips-compliance