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Overview

The Exposure Draft of the 2020 edition of the Global Investment Performance Standards (GIPS®) for Verifiers was issued on 31 October 2018 and is available for public comment through 31 December 2018. This pre-recorded webinar provides an overview of key concepts in the 2020 GIPS Standards for Verifiers Exposure Draft and addresses issues of interest to verifiers, including:

  • Consolidation of verification guidance
  • Revised verification report language
  • New verification planning requirements
  • Highlights of required testing procedures
  • Maintenance of verifier documentation
  • 2020 GIPS standards timetable

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 senior head, global industry standards at CFA Institute and the GIPS Standards 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 Standards Executive Committee, chaired the Technical Committee, Interpretations Subcommittee, and the Verification 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.

Ken Robinson
Ken Robinson CFA, CIPM

Ken Robinson, CFA, CIPM, is a director of investment performance standards at CFA Institute. He helps maintain the GIPS standards by managing the interpretations process and developing guidance for new technical areas.