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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  

This is a recording of a live webinar that was recorded 7 August 2019.

Watch webinar via Adobe Connect.

About the Speaker(s)

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.

Beth Kaiser Schwartz
Beth Kaiser Schwartz CFA, CIPM

Beth Kaiser Schwartz, CFA, CIPM, is a director of global industry standards at CFA Institute. She maintains the GIPS standards through management of the interpretations process, develops standards and guidance for new technical areas, and works extensively with volunteer committees. As founder and president of Kaiser Consulting Associates, Inc., Mrs. Kaiser Schwartz has worked with institutional investors on matters related to performance measurement and the GIPS standards. She has worked for both investment managers and investors in various performance-, risk-, and operations-related roles, both as an employee and as a consultant. Mrs. Kaiser Schwartz has served as a volunteer for CFA Institute on the North American Investment Performance Committee, the Investor/Consultant Subcommittee of the GIPS Executive Committee, and the Intellectual Property Working Group of the GIPS Executive Committee. She earned a BS in finance from Florida Atlantic University.

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