A Banks Compass on the Road to GIPS Compliance

August 28, 2018 - 11:00 am to 12:00 pm
ACA Performance Services
Travis Morgan, and Matthew Cardin ACA Performance Services; Craig Apfel, First Rate

Tune in on Tuesday, August 28th at 11 a.m. ET for our webcast A Bank's Compass on the Road to GIPS Compliance. You'll hear from ACA Performance Services’ Travis Morgan, Matthew Cardin and First Rate’s Craig Apfel as they discuss the specific challenges that banks and trusts face when coming into compliance with the Global Investment Performance Standards (GIPS). Together, they will provide guidance and industry examples on how to address these challenges.

During this webcast, panelists will discuss:

  • Overview of the GIPS standards
  • Why banks choose to claim GIPS compliance
  • Steps to claiming GIPS compliance
  • Common hurdles for banks and trusts