• Drawing the Lines

  • Jan 28 2025
  • Length: 8 mins
  • Podcast

Drawing the Lines

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  • Summary

  • In this episode of The Composite Insider, we dig into one of the most fundamental decisions in GIPS compliance - defining your firm.

    Join our global team at Global Horizon Investments as they grapple with a complex question: what exactly constitutes their "firm" for GIPS purposes?

    Through their story, we explore Provision 1.A.2 of the GIPS Standards, which requires firms to establish clear boundaries as distinct business entities. Listen as Sofia, the new Head of Performance, leads a diverse team across Africa, Europe, Middle East, and the Americas in navigating this crucial decision.

    Key points covered:

    • Options for defining a firm under GIPS
    • The concept of "held out to the public"
    • Balancing global branding with local autonomy
    • Managing multiple investment processes and client types
    • Common pitfalls in firm definition

    Whether you're a global investment manager with multiple divisions or a boutique firm considering GIPS compliance, this episode provides practical insights into making this critical decision.

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