CFA Institute Webinar

23rd Annual GIPS Standards Conference

11.09.2019 – 12.09.2019

Join this live broadcast from the 23rd Annual GIPS® Standards Conference to hear about key changes and additions to the GIPS standards.

Live Broadcast Schedule

Wednesday, 11 September, 16:30 - 18:15
2020 GIPS Standards Update

Ann F. Putallaz, CIPM
Principal, AFP Consulting, LLC and Chair, Pooled
Funds Working Group

Karyn D. Vincent CFA, CIPM
Head, Global Industry Standards at CFA
Institute and GIPS Standards Executive Director

Hear about the key changes/additions to the GIPS standards

  • Marketing of pooled funds versus composites
  • Differentiating broad versus limited distribution pooled funds
  • Money-weighted returns versus time-weighted returns
  • Changes to the GIPS Advertising Guidelines
  • Valuation requirements for private market investments

Thursday, 12 September, 17:00  - 18:00
Risk-Adjusted Performance Measurement

Carl R. Bacon, CIPM
Chief Advisor, StatPro Group plc and Chair, GIPS
Executive Committee

Bruce J. Feibel, CFA
Head of Product and Strategy, State Street
Global Exchange

Topics discussed:

  • Periodic table of risk measures
  • Why measure risk ex post
  • Four dimensions of performance (risk, return, ex post, ex ante)

Thursday, 12 September, 18:30 - 19:30

2020 Topics for High-Net-Worth Firms

Amy Jones, CIPM
Principal, Guardian Performance Solutions LLC
Member, United States Investment Performance Committee

James O'Leary
Director of Performance, Mellon

Jed Schneider, CIPM
Senior Vice President, Lazard Asset Management

Topics discussed:

  • Constructing meaningful composites
  • Implications of the new carve-out provisions, including:
    • Composite construction
    • Cash allocation methods
    • Composite reporting
  • Methods for determining whether a carve-out is representative of a dedicated portfolio managed to the strategy
  • Challenges related to determining appropriate benchmarks for private wealth clients

Please klick here if you want to participate