A review of the key concepts and proposed changes in the 2020 GIPS Standards Exposure Draft.
The Exposure Draft of the 2020 edition of the Global Investment Performance Standards (2020 GIPS® Standards Exposure Draft) was issued on 31 August 2018 and is available for public comment through 31 December 2018. This pre-recorded webinar provides an overview of key concepts in the 2020 Standards Exposure Draft and addresses issues of interest to all firms and asset owners, including:
- New structure and format of the 2020 GIPS standards
- Tailored guidance for asset owners
- Differentiation of composites versus pooled funds
- Ability to allocate cash to carve-out segments
- New valuation requirements for private market investments
- More flexibility for using money-weighted returns versus time-weighted returns
- New voluntary advertising guidelines for broad distribution pooled funds
- 2020 GIPS standards timetable