- Author
- Banasiak Marcin, Klimczewski Jakub, Mróz Wojciech, Sieradzan Piotr
- Title
- Światowe Standardy Prezentacji Wyników Zarządzania Aktywami (GIPS)
- Source
- Rynek Terminowy, 2005, nr 3, s. 25-35, bibliogr. 24 poz.
- Keyword
- Sprawozdawczość, Zarządzanie aktywami, Portfel papierów wartościowych, Globalne Standardy Prezentacji Wyników Inwestycji, Zarządzanie inwestycjami, Licencjonowany analityk finansowy
Reporting, Asset management, Portfolio securities, Global Investment Performance Standards (GIPS), Management of investments, Chartered Financial Analyst (CFA) - Abstract
- Artykuł zawiera opis nowej, rozszerzonej wersji Światowych Standardów Prezentacji Wyników Zarządzania Aktywami (Global Investment Performance Standards - GIPS) - zaakceptowanej przez CFA Institute. Opis podzielony jest na szkic poszczególnych części standardów GIPS oraz szczegółowy opis poszczególnych części. Zawiera przykłady wyników zarządzania spółki zarządzającej nieruchomościami oraz inwestycji private equity.
- Accessibility
- The Main Library of the Cracow University of Economics
The Library of Warsaw School of Economics
The Library of University of Economics in Katowice
The Main Library of Poznań University of Economics and Business
The Main Library of the Wroclaw University of Economics - Bibliography
- Global Investment Performance Standards (GIPS(r)) - Revised Version of GIPS, CFA Centre for Financial Market Integrity, February 2005.
- Global Investment Performance Standards (GIPS) Handbook, CFA Institute, 2002
- Standards of Practice Handbook, CFA Institute, 2005.
- Wrap Fee/Separately Managed Account (SMA) Provisions and Guidance for the GIPS Standards, CFA Institute, August 2005.
- Guidance Statement on Country-Specific Taxation Provisions, CFA Institute, June 2005.
- Guidance Statement on the Treatment of Carve-outs, CFA Institute, March 2004.
- Guidance Statement on Calculation Methodology, CFA Institute, March 2004.
- GIPS Advertising Guidelines, CFA Institute, February 2004.
- Real Estate Provisions and Interpretive Guidance, CFA Institute, February 2004.
- Fees Provisions and Interpretive Guidance, CFA Institute, December 2003.
- Private Equity Provisions and Interpretive Guidance, CFA Institute, December 2003.
- Use of Supplemental Information, CFA Institute, September 2003.
- Modifications to the AIMR-PPS After Tax Provisions, CFA Institute, February 2003.
- Guidance on Portfolio Record keeping Requirements, CFA Institute, tba.
- Guidance on the Use of Leverage and Derivatives, CFA Institute, tba.
- Guidance on Error Correction, CFA Institute, tba.
- Guidance on Verifier Independence, CFA Institute, tba.
- Guidance on Firm Mergers and Acquisitions, CFA Institute, tba.
- Guidance on Composite Maintenance, CFA Institute, tba.
- Guidance on Risk Measures, CFA Institute, tba.
- Guidance on Hedge Funds, CFA Institute, tba.
- Investment Performance Standards Resources, CFA Centre for Financial Market Integrity, http://www.cfainstitute.org/cfacentre/ips/standardsJPS.html
- GIPS Interpretation Library, CFA Centre for Financial Market Integrity, http://www.cfainstitute.org/cfacentre/ips/gipslibrary.html
- Certificate in GIPS Program (CGIPS), CFA Institute, http://www.cfainstitute.org/cgips/index.html
- Cited by
- ISSN
- 1508-972X
- Language
- pol