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The 2020 edition of the Global Investment Performance Standards (GIPS®) was issued on 30 June 2019. This webinar provides an overview of key concepts in the 2020 edition that are applicable to investment managers.


Hosted by CFA Institute

Overview

The 2020 edition of the Global Investment Performance Standards (GIPS®) was issued on 30 June 2019. This webinar provides an overview of key concepts in the 2020 edition that are applicable to investment managers. Topics will include:

  • Determining which composites must be created and maintained, and which can be terminated
  • Differentiating limited distribution pooled funds versus broad distribution pooled funds
  • Composite versus pooled fund reporting requirements
  • Use of time-weighted returns versus money-weighted returns
  • Private market investments/real estate valuation requirements 
  • Ability to use carve-outs with allocated cash
  • Calculating returns with and without subscription lines of credit  

We will also respond to questions that participants can submit prior to the webinar at standards@cfainstitute.org. The webinar is being offered at two different times to accommodate participants in various time zones.  

7 August 2019 at 11am US ET

7 August 2019 at 8pm US ET

Participation is free and available globally. To participate in a session, you must have access to a computer with speakers or headphones.

1 CE

including 1 SER

CFA Institute members can claim CE credit by providing their CFA Institute ID number when registering.

About the Speaker(s)

Beth Kaiser Schwartz
Beth Kaiser CFA, CIPM

Beth Kaiser, CFA, CIPM, is a director of investment performance standards at CFA Institute. She maintains the GIPS standards through management of the interpretations process, develops standards and guidance for such new technical areas as alternative strategies and risk, and works extensively with volunteer committees.

Karyn D. Vincent, CFA, CIPM
Karyn D. Vincent CFA, CIPM

Karyn D. Vincent, CFA, CIPM, is Head, Global Industry Standards at CFA Institute and GIPS Executive Director. Previously, she was managing partner for client services at ACA Performance Services. Ms. Vincent founded Vincent Performance Services LLC, which subsequently merged with ACA. She also served as the global practice leader for investment performance services at PricewaterhouseCoopers. Ms. Vincent also served on the GIPS Executive Committee, chaired the GIPS Technical Committee, GIPS Interpretations Subcommittee and the Verification/Practitioner Subcommittee, served on the CIPM® Advisory Council, and chaired the AIMR-PPS Implementation Committee. She co‐authored with Bruce J. Feibel Complying with the Global Investment Performance Standards (GIPS). Ms. Vincent holds a bachelor’s degree in accounting from the University of Massachusetts Dartmouth.

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