We are excited to announce that Investortools will be attending the CFA Institute’s 28th Annual GIPS Standards Conference in San Diego, CA, on September 17-18. As strong advocates for the Global Investment Performance Standards (GIPS), we are eager to continue our educational journey on best practices and stay current with the latest industry trends.
This prestigious event provides a valuable opportunity for us to connect with fellow investment professionals, exchange insights, and deepen our understanding of GIPS standards. We look forward to engaging with industry leaders and expanding our knowledge to better serve our clients.
About Investortools
For more than four decades, Investortools has been a leading SaaS provider, delivering solutions regarded by the industry as a prerequisite for fixed-income investment management. Its comprehensive product suite covers portfolio, order, and execution management, performance analytics, 2a-7 compliance, and credit analysis. Trusted by over 200 firms managing more than $1 trillion in assets, Investortools supports SMA managers, fund managers, broker-dealers, and other key market participants.
About Charted Financial Analyst Institute
As the global association of investment professionals, the Charted Financial Analyst (CFA) Institute sets the standard for professional excellence and credentials. We champion ethical behavior in investment markets and serve as the leading source of learning and research for the investment industry. We believe in fostering an environment where investors’ interests come first, markets function at their best, and economies grow. Spanning nearly 200,000 charterholders worldwide across 160 markets, CFA Institute has 10 offices and 160 local societies.
