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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.
Walter Zebrowski, JD, CPA, Principal, Hedgemony Partners
Chairman, Regulatory Compliance Association
Senior Fellow from Practice:
Beth Kaiser, Director, Investment Performance Standards, CFA Institute