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GIPS Compliance for Credit Managers
GIPS Compliance for Credit Managers

May 19, 2015

GIPS Verification

Speaker: Charlie Stout, Partner, ACA Performance Services

Speaker: Kamelia Dari, Managing Director, ACA Performance Services

Webcast Discussion Includes:

  • Examples of the institutional investor demand for GIPS compliance
  • Quantify resources needed to attain GIPS compliance
  • Common implementation challenges and solutions, including:
    • Defining the firm for GIPS purposes
    • Defining discretion
    • Defining composites
    • Performance challenges
    • What, if anything, claiming compliance changes from a marketing perspective