WEBINAR - Introducing the 2020 GIPS Standards for Firms
The 2020 edition of the Global Investment Performance Standards (GIPS®) was issued on 30 June 2019. This webinar provides an overview of key concepts in the 2020 edition that are applicable to investment managers. Topics will include:
Determining which composites must be created and maintained, and which can be terminated
Differentiating limited distribution pooled funds versus broad distribution pooled funds
Composite versus pooled fund reporting requirements
Use of time-weighted returns versus money-weighted returns
Private market investments/real estate valuation requirements
Ability to use carve-outs with allocated cash
Calculating returns with and without subscription lines of credit
We will also respond to questions that participants can submit prior to the webinar at [email protected] The webinar is being offered at two different times to accommodate participants in various time zones.
7 August 2019 at 11am US ET
7 August 2019 at 8pm US ET
Participation is free and available globally. To participate in a session, you must have access to a computer with speakers or headphones.
including 1 SER
CFA Institute members can claim CE credit by providing their CFA Institute ID number when registering.