Webinar Archive: Introduction to GIPS and New Pooled Fund Considerations

This session will provide an overview on Global Investment Performance Standards (GIPS) and the revised 2020 Edition of GIPS (effective January 1, 2020 and for reporting as of December 31, 2020).  The revised edition of GIPS includes a number of key changes to pooled funds and alternative assets which will be highlighted during this session.  The session will also cover:

Overview of the GIPS Standards       
Why the need to change?
Introduction to the 2020 Edition of GIPS
Key differences between the 2010 and 2020 Editions of GIPS
Notable updates specific to pooled funds
Relevant insights from the investment management industry
The presentation will be approximately 45 minutes with time reserved at the end for questions.

This webinar originally aired on Thursday, May 6, 2021.

Webinar archive materials are available only to Forum members. Please log in to view links to archives.