Dr. Ann Putallaz, CIPM, Chair of the GIPS Pooled Fund Working Group and Annie Lo, CFA, CIPM, CAIA, Director, Global Investment Performance Standards, CFA Institute discuss the exposure draft of the Guidance Statement on Broadly Distributed Pooled Funds. The 45-minute session included:
- Purpose of this new Guidance Statement,
- Proposed required and recommended items,
- An opportunity for open discussion on this Guidance Statement.
This is an archived recording of a live webinar that took place on 28 January 2016.
View slides from this presentation.