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Bridge over ocean
26 October 2021 Multimedia

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.

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.

Register for On-Demand Access

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

CFA Members Earn 4PL Record PL credit Manage your Professional Learning credits