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.