If you’re looking to learn how to best apply the Global Investment Performance Standards (GIPS®) or get the most out of them for your firm and clients, then this event is for you.

Hosted by CFA Institute

If you’re looking to learn how to best apply the Global Investment Performance Standards (GIPS®) or get the most out of them for your firm and clients, then this event is for you.

With practical lessons for beginners and experienced analysts alike, this event offers an in-depth overview of the GIPS standards and helps participants master the fundamentals, including composite construction, performance calculation, and creating GIPS reports. It is perfect for anyone involved in investment performance measurement, reporting, or compliance. 

The session will be geared toward asset managers, although asset owners may find the information helpful.  

  • Gain a practical understanding of core investment performance measurement principles.
  • Find out how to transition from the 2010 GIPS standards to the 2020 GIPS standards. 
  • Learn the requirements for attaining and maintaining compliance with the GIPS standards.
  • Discover the acceptable calculation methodologies.
  • Learn how to create composites and prepare GIPS composite reports and GIPS pooled fund reports.
  • Meet other performance specialists from around the world.

Workshop topics include:

  • Fundamentals of Compliance 
  • Composites and Pooled Funds 
  • Calculation of Portfolio and Pooled Fund Returns, Including TWR vs. MWR  
  • Calculation of Composite Returns 
  • Preparing GIPS Composite Reports and GIPS Pooled Fund Reports 
  • Error Correction
  • Asset Class/Asset Type–Specific Requirements 
  • GIPS Advertising Guidelines 
  • Verification


Tuesday, 24 March



The Westin Seattle

1900 5th Avenue
Seattle, WA 98101


Group Price
Early Bird – Workshop Fee USD 795
Valid through 25 Feb 2020
Workshop Fee USD 995

What's Included

Continental breakfast, refreshment breaks, lunch, the opportunity to meet with investment colleagues and speakers from around the world, and a notebook containing extensive workshop materials.

Event Info

Attendance space is limited. Payment is due at time of registration. Registration forms submitted without payment will be confirmed on a space-available basis when payment is received.

Cancellation Policy: A cancellation fee of USD 150 applies for all cancellations made after 6 November 2019. No refunds will be issued for any cancellations received within 24 hours of program start. Substitutions from the same company are accepted with fee adjustment, if appropriate. Sharing of registrations is not permitted.

Special Needs: Please contact CFA Institute for services to accommodate a disability or to inform CFA Institute of any dietary restrictions. (Please include this information when you register for the conference.)

Attire: Business casual attire is appropriate for this conference.

Please Note: Any person attending a CFA Institute conference, seminar, or other program grants permission to CFA Institute to use and publish his or her image or likeness collected in connection with the program, for any usual and customary purpose of CFA Institute, including advertisements for CFA Institute and its programs.

CFA Institute reserves the right to refuse registration to anyone for any reason. Please review the complete conference terms and conditions for more information.

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