The 2020 GIPS Standards: Key Takeaways from the Explanation of the Provisions for Firms - Sections 1 and 3

March 26, 2020 - 11:00 am to 12:00 pm
ACA Performance Services
Crista DesRochers, CIPM and Sonja Asllani

Since the release of the 2020 Global Investment Performance Standards (GIPS®), the investment community has been anxiously awaiting the arrival of what was formerly known as the GIPS Handbook. Recognizing the need for additional guidance for firms to comply with the 2020 GIPS standards, CFA Institute has committed to releasing the revised GIPS Handbook, now called Explanation of the Provisions, as they are completed. In February, CFA Institute updated the Explanation of the Provisions for Firms in Sections 1, 2, and 3 and will continue to release guidance for additional sections as they become available.

Please join ACA’s Crista Desrochers and Sonja Asllani on Thursday, March 26 at 11 a.m. EDT for a live webcast where we’ll discuss the key takeaways from the Explanation of Provisions from Sections 1 and 3. Don’t miss this opportunity to discover hidden requirements and hear explanations of how to effectively comply with the 2020 GIPS standards.

Discussion Topics

This webcast will cover:

  • Classifying pooled funds as limited or broadly distributed
  • Providing GIPS Reports to prospective clients and investors
  • Presenting and linking non-GIPS compliant information
  • Defining composites
  • Creating carve-outs with allocated cash