Bienvenue chez la Swiss Funds & Asset Management Association SFAMA

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2020

Annual GIPS Compliance Notification Form Deadline Is 30 June 2020

Firms and asset owners that claim compliance with the GIPS standards are required to notify CFA Institute of their claim of compliance. There are different procedures depending on whether the firm/asset owner is submitting the notification form for the first time (New Claim of Compliance) or is filing an annual update (Returning Firm/Asset Owner). Firms/asset owners that are newly claiming compliance must submit the GIPS Compliance Notification Form prior to publicly claiming compliance. Once a firm/asset owner claims compliance, it must submit an updated GIPS Compliance Notification Form annually, by 30 June of each year. The only required information is the name of the firm/asset owner, contact details for a primary and secondary contact, and whether or not the firm/asset owner has been verified within the past 24 months. Other questions, including types of assets managed and total firm assets, are optional. All information provided must be as of the most recent 31 December.

Firms/asset owners filing a New Claim of Compliance should use the New Claim of Compliance link; returning firms/asset owners should use the Returning Firm/Asset Owner link.

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2020

Statistique sur le marché des fonds, janvier 2020

SFAMA Communiqué de presse 03/2020

Le marché suisse des fonds reste stable à un niveau élevé