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