Introduction to GIPS

Lecture vom 21. November 2023
Matt Deatherage, CIPM, CFA

Introduction to GIPS Compliance offers a comprehensive overview of the fundamentals of the GIPS Standards, covering key topics such as:

  • Crafting Policies & Procedures
  • Determining Firm Definition
  • Constructing Meaningful Composites
  • Understanding Pooled Funds
  • Navigating the GIPS Standards vs Local Regulations

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.