What You Will Learn

    Investors and allocators are increasingly requesting clarity in how investment performance is presented. For credit managers, compliance with the Global Investment Performance Standards (GIPS®) has become more common. The GIPS standards provide standardized calculations, enabling comparability and enhancing transparency for consultants and prospective clients. However, achieving compliance can be complex.

    In this webcast, we explore practical solutions for credit managers pursuing GIPS compliance, as well as alternatives for firms seeking transparency when full compliance isn’t feasible.

    Discussion topics will include:

    • GIPS compliance trends and challenges
    • Fund realization
    • Performance standardization
    • Outsourcing vs. insourcing

    Who should attend:
    Members of compliance, operations, or anyone else who is responsible for the presentation of investment performance at a credit management firm.

     

    All webcasts are recorded and will be sent to registrants following the live broadcast.

    Register
    Our Speakers
    • Shivani Choudhary, Managing Director, ACA Group
    • Gretchen Salisbury, Director, ACA Group
    ACA_Registered_color_4c_pos (2)-1

    ACA provides GIPS standards verification and consulting services to investment managers around the globe. Our team — comprised of more than 60 professionals with extensive GIPS standards and performance experience — is the largest group of professionals in the world solely dedicated to GIPS standards verification and related services.

    Gain peace of mind as you launch, grow, and protect your business with ACA.

    Contact us

    Our unique blend:

    Our regulatory compliance, managed services and technology gives you access to full service GRC solutions that can help you launch, grow, and protect your firm.

    The CFA Institute does not endorse, promote or warrant the accuracy or quality of ACA Group. GIPS® is a registered trademark owned by CFA Institute.