CFA Institute Webinar

Introducing the 2020 GIPS Standards for Firms


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

We will also respond to questions that participants can submit prior to the webinar at

Please register here