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Discussion of the Draft Guidance Statement on Broadly Distributed Pooled Funds
Discussion of the Draft Guidance Statement on Broadly Distributed Pooled Funds
 

February 24, 2016

Division
GIPS Verification

Speaker: Karyn Vincent, Managing Partner, ACA Performance Services

Speaker: Ann Putallaz, Principal, AFP Consulting

Webcast Discussion Includes:

  • Which pooled funds are within the scope of the guidance?
  • Who is a prospective pooled fund investor?
  • What are the required items to present?
  • Where must the required items be included?
  • What are net/net returns, how are they calculated, and when must they be presented?
  • Is a compliant presentation required to be provided to prospective pooled fund investors?