GIPS Compliance and the Value of Strong Performance Reporting
Amy will discuss the current landscape of the Global Investment Performance Standards, including the practical considerations and business value of claiming GIPS compliance. The session will explore how a well-developed investment performance program can strengthen governance, improve reporting consistency, and provide greater transparency to prospective investors, consultants, and investor relations teams. Amy will provide a high-level overview of the core requirements of the GIPS standards, the process firms typically follow to come into compliance, and key decisions firms should consider along the way. The discussion will also cover common challenges, including composite construction, data quality, policies and procedures, disclosure requirements, and maintaining compliance over time.
Please note that the presentation must not be shared.
By watching the recording of this webinar, you are eligible to reward yourself 1 PL credit. You may do so in your CFA Institute Account.
