The SEC issued proposed rule changes to enhance reporting and disclosure for private funds. This increased scrutiny by regulators, and investors, has created a demand for greater transparency and standardization around the presentation of performance.

Download our white paper for an outline of the requirements to claim compliance with the GIPS standards.

Topics covered:

• Evolution of the GIPS Standards for Private Equity
• Increasing Demand for GIPS Compliance
• Fundamentals for Claiming Compliance
  • Firm Definition
  • Definition of Discretion
  • Policies and Procedures
  • Composites and Pooled Funds
• Input Data and Calculation Methodology
  • Input Data Requirements and Fund IRR Calculations
  • Subscription Lines of Credit
• GIPS Reports