A First Look at the Final 2020 GIPS Standards (Chicago)

Date: 
August 15, 2019 - 3:00 pm to 6:00 pm
Type: 
Roundtable
Division: 
ACA Performance Services
Location: 
70 West Madison Street, Suite 3300, Chicago, IL
Speaker(s): 
Justin Guthrie (ACA), Michael S. Caccese (K&L), Pamela A. Grossetti (K&L)

CFA Institute released the much-anticipated final version of the 2020 GIPS Standards on Friday, June 28, 2019. Please join ACA Performance Services and K&L Gates for a complimentary event focused on the material changes to the GIPS standards, including how the final version compares to the 2020 GIPS Standards Exposure Draft.

Topics:

  • 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
  • Carve-Outs
  • Impact on the Marketplace
  • Impact on Alternative Managers