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

15 August 2019

Listen to Recording 

CFA Institute released the much-anticipated final version of the 2020 GIPS® Standards on Friday, June 28, 2019. This event covered the material changes to the GIPS® standards, including how the final version compares to the 2020 GIPS® Standards Exposure Draft.

Topics Included:
  • The 2020 GIPS® Standards Highlights
  • New Layout of the Standards
  • Composites vs. Pooled Funds
  • GIPS® Compliance Report
  • Investment Track Record Portability
  • GIPS® Standards Advertising Guidelines
  • Carve-Outs
  • Impact on the Marketplace
  • Impact on Alternative Managers