GIPS Reports – Decisions, Insights and 2020 Interpretations

Join us on November 17th at 2:00pm ET

Tailored for CCOs, Janice Kitzman and Kim Cash, Cascade Compliance, and two industry compliance professionals, Grace Man, Franklin Templeton, and Irina Gorokhov, Metis Global, will highlight need-to-know reporting guidance published by the CFA Institute in the past few months.  With December 2020 performance, GIPS compliant firms must have updated GIPS Reports.  It’s the final deadline in the transition to the updated GIPS standards. This webinar will help you prepare and confirm best practices for your firm, covering:

  • Most-asked 2020 transition questions;
  • When to use GIPS Composite Reports or GIPS Fund Reports, or both; and
  • New guidance for presenting model and prior firm performance, and database implications.