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GIPS® New Year’s Resolutions for 2015
GIPS® New Year’s Resolutions for 2015
 

February 12, 2015

Division
GIPS Verification

Speaker: Karyn Vincent, Managing Partner, ACA Performance Services

Speaker: David Terris, Managing Director, ACA Performance Services

Webcast Discussion Includes:

  • Ensuring that GIPS policies and procedures and composite descriptions are current and complete
  • Considerations for usining composite minimums and significant cash flow policies
  • Best practices for outlier review procedures
  • Simplifying composite inclusion timing policies
  • Revisiting error correction policies
  • Calculating net-of-fee returns using model fees
  • Taking a fresh look at disclosures included in GIPS-compliant presentations