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Bridge over ocean
25 September 2008 Multimedia

Applying the GIPS Standards to Separately Managed Accounts/Wrap Programs

  1. Diane Robertson
  2. Timothy M. Simons, CFA, CIPM

In this webcast, Diane Robertson and Timothy M. Simons, CFA, CIPM, discuss the following:
• What are the challenges in applying the GIPS standards to wrap/SMA programs?
• How should firms deal with hybrid (model-only) arrangements?

Diane Robertson and Timothy M. Simons, CFA, CIPM, discuss the following: What are the challenges in applying the GIPS standards to wrap/SMA programs? How should firms deal with hybrid (model-only) arrangements? How should a firm manage the recordkeeping requirements? Please note that text may be difficult to read in this recording. The presentation slides are available for download in the video player.

Applying the GIPS Standards to Separately Managed Accounts/Wrap Programs (audio)

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