GIPS Standards Interactive Workshop 2020 | CFA Institute | 24 March 2020 | The Westin, 1900 5th Ave, Seattle, WA 98101, USA

If you’re looking to learn how to best apply the Global Investment Performance Standards (GIPS®) or get the most out of them for your firm and clients, then this event is for you.

With practical lessons for beginners and experienced analysts alike, this event offers an in-depth overview of the GIPS standards and helps participants master the fundamentals, including composite construction, performance calculation, and creating GIPS reports. It is perfect for anyone involved in investment performance measurement, reporting, or compliance.

The session will be geared toward asset managers, although asset owners may find the information helpful.

• Gain a practical understanding of core investment performance measurement principles.
• Find out how to transition from the 2010 GIPS standards to the 2020 GIPS standards.
• Learn the requirements for attaining and maintaining compliance with the GIPS standards.
• Discover the acceptable calculation methodologies.
• Learn how to create composites and prepare GIPS composite reports and GIPS pooled fund reports.
• Meet other performance specialists from around the world.

Workshop topics include:

• Fundamentals of Compliance
• Composites and Pooled Funds
• Calculation of Portfolio and Pooled Fund Returns, Including TWR vs. MWR
• Calculation of Composite Returns
• Preparing GIPS Composite Reports and GIPS Pooled Fund Reports
• Error Correction
• Asset Class/Asset Type–Specific Requirements
• GIPS Advertising Guidelines
• Verification