May 20, 2015
Division
GIPS Verification
Speaker: Charlie Stout, Partner, ACA Performance Services
Speaker: Coley McKinstry, 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