Bridge over ocean
28 January 2016 Multimedia

Guidance Statement on Broadly Distributed Pooled Funds

  1. Ann F. Putallaz, CIPM
  2. Annie Lo, CFA

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.

For more information on the GIPS standards please visit the GIPS website. Click here to view the exposure draft.

View slides from this presentation.

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