GIPS Oversight: Best Practices for Reviewing Your GIPS Compliance Program

March 14, 2017 - 11:00 am
Investment Adviser Private Fund Investment Company ACA Performance Services
Paul Blandford, Amy Bourdeau

In working with our verification clients, we are often asked our thoughts on best practices for conducting a review of the firm’s GIPS® compliance program. This is the perfect time of year for those who have oversight of the GIPS program to determine if there are any forward-looking changes to make. Even though a well-established GIPS program does not change often, firms must ensure that they have a review process in place to assess if policies are still appropriate, composites are still constructed properly, and decisions around the creation and maintenance of the GIPS program have evolved with the firm’s practices.

Please join Paul Blandford, Managing Director at ACA Performance (Europe) Limited, and Amy Bourdeau, Senior Principal Consultant at ACA Performance Services on March 14 for a discussion on best practices related to reviewing your GIPS program to ensure your claim of compliance with the GIPS standards is complete and ways to enhance or streamline current procedures. The webcast will focus on:

  • roles and responsibilities within the firm;
  • reviewing GIPS policy decisions and the policy manual;
  • assessing composite maintenance;
  • producing performance and populating GIPS compliant presentations;
  • reviewing marketing materials and other forms of performance communication; and
  • ongoing review procedures.

Throughout the webcast, the panelists will answer questions and respond to comments from attendees.

Who should attend? 
This webcast is intended for GIPS compliant firms or those considering compliance and specifically for individuals with oversight of GIPS compliance and/or investment performance and distribution (CCOs and COOs, for example).

To register, click here.

If the date and time do not work for you... 
As part of your registration, an archived version of the live event will automatically be emailed to you when it becomes available.