Recorded Webinar
Is Your Firm Compliant with the 2020 GIPS® Standards?
Countdown to December 31, 2020 – Is Your Firm Compliant with the 2020 GIPS® Standards? The effective date to claim compliance with the 2020 GIPS standards is just one month away. This session will highlight what you need to do to be ready, including some of the common challenges of implementing the 2020 GIPS standards and practical solutions to overcome them.
Watch the webinar to learn more about:
- Classifying portfolios and assessing composite framework
- Determining which GIPS Report will be used for pooled funds and evaluating distribution channels
- Determining when money-weighted returns or carve-outs with allocated cash should be used
- Refreshing policies and procedures, as well as updating GIPS Report disclosures
