The Final 2020 GIPS® Standards: Moving Towards Compliance (London)
10 October 2019
Hotel Sofitel London St. James
6 Waterloo Place SW1Y 4AN
Michael S Caccese
Michael W. McGrath
CFA Institute released the much-anticipated final version of the 2020 GIPS Standards on Friday, June 28, 2019. This complimentary event will focus on the material changes to the GIPS standards, including how the final version compares to the 2020 GIPS Standards Exposure Draft.
The 2020 GIPS Standards Highlights
New Layout of the Standards
Composites vs. Pooled Funds
GIPS Compliance Reports
Investment Track Record Portability
GIPS Standards Advertising Guidelines
Impact on the Marketplace
Impact on Alternative Managers
Paul Blandford, UK Managing Director, ACA Performance Services
Michael S. Caccese, Chairman of the Management Committee and Practice Area Leader - Financial Services, K&L Gates
Richard Kemmling, CPA, CIPM, CGMA, Partner, ACA Compliance Group
Michael W. McGrath, CFA, Partner, K&L Gates
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