25th Annual GIPS® Standards Virtual Conference On-Demand

If you missed the 25th Annual GIPS® Standards Virtual Conference, you can register now to gain access to select sessions featuring expert speakers. Your registration fee of USD 199 will include on-demand recordings until 26 January 2022.

Sessions Include

Recently Updated GIPS Standards Technical Guidance
Dimitri Senik, CFA, PwC Switzerland
Karyn D. Vincent, CFA, CIPM, CFA Institute
Ken Robinson, CFA, CIPM, CFA Institute

New Q&As
Guidance Statement on Benchmarks
Guidance Statement on Wrap Fee Portfolios
Guidance Statement on Overlay Strategies
Carve-out calculations
FINRA Reg Notice 20-21 calculations

Complying with the Pooled Fund Requirements of the GIPS Standards
Kristen L. Murray, Wellington Management Company LLP
Arin Stancil, CFA, CIPM, Guardian Performance Solutions
David Terris, CIPM, CFA Institute

Discussion of the complexities related to pooled funds when applying the 2020 GIPS standards, including:

Classifying portfolios as LDPFs, BDPFs, or segregated accounts
Composite construction impact
Potential for different return calculations if including pooled fund in a composite or presenting as a stand-alone fund
Determining which type of GIPS Report to use
Including the appropriate fee information in GIPS Reports
Educating internal teams about the new requirements

Due Diligence Questionnaires
Kathryn Gernert, Texas Permanent School Fund
John Molesphini, Nasdaq Investment Intelligence
Neal Prunier, Institutional Limited Partners Association (ILPA)
Ken Robinson, CFA, CIPM, CFA Institute

Speakers from databases and consultants will discuss the latest trends with databases and data collection.

Does GIPS compliance matter?
How DDQs are created
How DDQ data is used
How to manage the many different data requests

SEC Marketing Rule – What GIPS-Compliant Firms Need to Know
Krista Harvey, CFA, CIPM, CFA Institute
Sanjay Lamba, Investment Adviser Association
Michael McGrath, CFA, K&L Gates
Karyn D. Vincent, CFA, CIPM, CFA Institute
Ken Robinson, CFA, CIPM, CFA Institute

Portability
Model Fees
Carve-outs and Extracted Performance
1, 5, and 10-year performance returns
Hypothetical Performance

Trends in Investor Demand for GIPS Compliance (Sponsored Session: ACA Group)
Shivani Choudhary, CFA, CIPM, ACA Group
Christie Dillard, CIPM, ACA Performance Services

Many recent institutional mandates across all asset classes are recommending or requiring compliance with the Global Investment Performance Standards (GIPS). Many of these RFPs are for alternative investment strategies as investors look for higher yields in this low interest rate environment.

Hear a sampling of recent RFP activity
Learn how those mandates specifically ask about the calculation and presentation of performance
Receive insight into the demand for compliance with the GIPS standards