Bridge over ocean
7 August 2019 Multimedia

Introducing the 2020 GIPS Standards for Firms

  1. Karyn D. Vincent, CFA, CIPM
  2. Beth Kaiser Schwartz, CFA, CIPM

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  

This is a recording of a live webinar that was recorded 7 August 2019.

Watch webinar via Adobe Connect.

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