Implementing the GIPS® Standards: The Path to GIPS Compliance for UK Fund Managers

August 04, 2016 - 8:00 am
Investment Adviser Private Fund Investment Company ACA Performance Services

The demand for GIPS compliance continues to be on the rise for alternative managers in the UK. This is a direct result of many large RFPs mandating GIPS compliance and verification. The challenges that fund managers face in implementing the GIPS standards are all unique and quite different from those of a traditional asset manager. To help you better understand the challenges and solutions, ACA Performance (Europe) is hosting this complimentary webcast. The panelists will plan to discuss the following:

  • Examples of the institutional investor demand for GIPS compliance
  • Common implementation challenges and solutions, including
    • Defining the firm for GIPS purposes
    • Defining discretion
    • Defining composites
    • Performance challenges
    • What, if anything, claiming compliance changes from a marketing perspective
  • Quantify resources needed to attain GIPS compliance
  • Special SEC considerations for marketing private funds in the US

Paul Blandford, Managing Director at ACA Performance (Europe) Limited, will moderate the panel and be joined by Amy Bourdeau, Senior Principal Consultant at ACA Performance Services. Throughout the webcast, Paul and Amy will answer questions and respond to comments from attendees. Please click here to register for this complimentary webcast.