GIPS 2020: The Challenges and Benefits of Compliance

In June 2019, the CFA Institute released a third modification to the GIPS^® reporting standards, creating a foundation to better accommodate alternative investment managers, private wealth firms, and asset owners in their quest to provide clarity and transparency to their investors. Once an optional component of the investment process for asset managers, the GIPS standards have since become a de facto business practice expanding to the wealth management and asset owner space.

Following the announcement, we held a panel discussion featuring Sean Murray, Director, Performance & Reporting Product Strategy at FactSet, the CFA Institute’s Beth Kaiser, Director, Global Industry Standards, together with Richard J. Kemmling, Partner at ACA Performance Services. Our experts shared their viewpoints regarding the new standards.

Watch the webcast to learn: 

• What drove the evolution to the GIPS standards and the industry challenges the CFA is aiming to solve with this update
• What the impact of GIPS 2020 will be for asset owners and wealth firms
• The benefits of becoming GIPS verified for buy-side firms
• How technology can help with compliance and the key components of a technology solution that institutions need to look for when seeking to comply