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The GIPS Standards are the premier global investment performance standard. With over 40 GIPS Standards sponsors globally and broad support from the industry, it is seen by many investors as a must-have by any investment managers they hire. The 2020 edition of the GIPS Standards has recently been issued and is effective January 1, 2020. The 2020 GIPS Standards have important changes to help more alternatives managers, managers of pooled funds, and high-net-worth managers comply. Many alternatives managers have lagged behind traditional managers with claiming compliance with the GIPS standards. As alternative strategies increasingly become the mainstream and investors and consultants are more particular about their due diligence processes, complying with GIPS will help them stand out from the crowd. This session is designed to provide education on the 2020 GIPS Standards and explain what we have done to accommodate alternatives, pooled funds, and high-net-worth managers, and describe the changes and 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
Karyn D. Vincent, CFA, CIPM – Senior Head, Global Industry Standards, CFA Institute