GIPS® Standards Interactive Workshop

 

Program and Agenda

  

Small-Group Format Provides Ideal Learning Environment

By using a classroom-type approach, this workshop is designed to help participants master the GIPS standards. In particular, instructive examples will facilitate an overall understanding of the standards and how to apply them to achieve compliance. Participants are encouraged to prepare in advance any questions they may have. During the sessions, participants will have the opportunity to have their questions answered directly by investment performance professionals who are involved extensively with the standards.

 

Workshop Schedule
Registration: 8:00 a.m.
Workshop begins: 8:30 a.m.
Workshop ends: 4:30 p.m.

 

Workshop Content

• Evolution of the standards
• Claiming compliance
• Composite construction
• Calculation requirements
• Disclosures and presentation requirements
• Verification
• Advertising guidelines
• Real estate
• Private equity
• Wrap fee/separately managed accounts (SMA)
• Current developments