Regulatory Compliance Association Reviews

2020 GIPS Standards Update

3 Sep 2019

2020 GIPS Standards Update

  • GIPS2020
    November 12, 2019
    12:00 pm - 1:30 pm

Date: November 12, 2019                                                                                         
General Session: 12:00 PM ET to 1:30 PM ET
Location: Webcast (Free)

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The GIPS Standards are the premier global investment performance standard.  With over 30 country sponsors and broad support from the industry, it is seen by many investors as a must-have by any investment managers they hire. Many alternatives managers have lagged behind traditional managers with claiming compliance with the GIPS standards. Some of the reasons we’ve heard are that alternatives are too complex and GIPS doesn’t cover these kinds of strategies.  As alternative strategies increasingly become the mainstream and investors and consultants are more particular about their due diligence processes, complying with GIPS will help alternatives managers stand out from the crowd.  This session is designed to provide education on the GIPS standards, explain what we have done to accommodate alternatives, and describe the benefits of compliance.

Session Chairman:

Walter Zebrowski, JD, CPA, Principal, Hedgemony Partners
Chairman, Regulatory Compliance Association

Senior Fellow from Practice:

Beth Kaiser, Director, Investment Performance Standards, CFA Institute

Guest Lecturers