Bridge over ocean
27 May 2015 Multimedia

Implementation Assistance for GIPS Compliance

  1. Iain McAra
  2. Beth Kaiser, CFA, CIPM

This webinar provided, through practical suggestions, assistance to those considering GIPS compliance. This 60-minute session introduced the 5 steps to becoming compliant:

  • LEARN: GIPS resources including the GIPS website and other learning tools
  • ANALYZE: discussing the firm’s ability to comply, including track record definition of the firm, the concept of non-discretionary GIPS Compliance, and team system capabilities
  • BUILD: Practical implementation of items from ANALYZE along with error correction, developing policies and procedures, composite construction, and population
  • IMPLEMENT: Discusses the production of the outputs including compliant presentations, data for third parties, and internal use production cycle verification
  • STAY:  Stay up to date with the GIPS standards
  • Question and Answers 

For more information, please visit the GIPS website.

This is an archived recording of a live webinar that took place on 27 May 2015.

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