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GIPS Standards Interactive Workshop (San Diego) 16 Sept 2015

  • 16 September 2015 - 16 September 2015
  • Organiser: CFA Institute
  • San Diego, USA

At the GIPS Standard Interactive Workshop, attendees will receive an in-depth overview of GIPS standards, and learn how these standards are best applied in order to achieve compliance and benefit one’s own firm and clients. The event adopts a classroom-style approach, with practical sessions to help each delegate master several key principles including performance calculation, composite construction and creating a compliant presentation. Additionally, the conference will explore recent and proposed changes to GIPS standards, the requirements for claiming compliance, how to prepare compliant presentations and the acceptable calculation methodologies. The one-day event is tailored to both beginner and expert analysts alike, directed at any professional involved in investment performance measurement, presentation, risk management, reporting or compliance. Delegates will also be given opportunities to ask questions, which will be answered by experienced investment performance professionals with extensive involvement in the standards. Karen D. Vincent, managing partner for client services at ACA Performance Services, is among the highly respected speakers that delegates will hear from at the event. 

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