Introduction

The Global Investment Performance Standards (GIPS) may not be voluntary-but investment management firms should seriously consider implementing them. News of scandals and fraud weigh heavily on investors’ minds and adopting GIPS is one important step that investment managers can take to win back investors’ confidence. Compliance with GIPS, which identifies best practices for performance calculations and presentations, is inevitable as investment managers are increasingly expected to include these guidelines in Request for Proposals (RFP). The guidelines also enable investors to fairly evaluate and compare the firm’s portfolios across diverse options in the financial markets.

Traditional investment managers, hedge funds, and alternatives will increasingly look to GIPS compliance as a necessary safety check when evaluating investment strategies and products. By attending this webinar, you’ll gain insights about leveraging GIPS compliance to boost revenues, strengthening your internal control structure, maximizing investor confidence, and providing your firm with a significant marketing advantage.

Topics covered during this one-hour webinar include:
  • Benefits of adopting GIPS—both for your firm and your clients.
  • The six elements of GIPS and why you need to comply with each one.
  • Best practices for calculating and presenting investment performance.
  • Documentation and reporting requirements for compliance.
  • Marketing GIPS compliance to attract and retain investors and boost investor confidence.
  • Striking the right balance between investment margins and the cost of compliance.
  • Efficient strategies for composite portfolio construction.
  • Conducting internal performance verification examinations.

As an added benefit, attendees will receive the white paper GIPS In-depth: What to Expect From the New Standards on GIPS Compliance for Alternative Investment Strategies and Solutions.

Who Should Attend:

  • Chief Compliance Officers & Compliance Managers
  • Investment and Asset Managers
  • Hedge Fund Managers
  • Portfolio Managers
  • Performance Managers
  • Legal Professionals
  • Risk Officers and Managers
  • Internal Audit Professionals

Speakers



Jim McCann
Managing Director

TurtleBay Advisory Services


Timothy F Peterson
Partner

Ashland Partners & Co. LLP


Padelford Louis Lattimer
Founding Member

TurtleBay Advisory Services (TBAS)


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FSOkx Events Manager
E-mail: abillitteri@FSOkx.com
Phone: 646-791-4511