Access this eight-part webinar series focused on the recently released explanations of the provisions for all eight sections of the 2020 GIPS® Standards for Firms.
This webinar series features TSG's team of experts, Ashley Reeves, CIPM; John D. Simpson, CIPM; David D. Spaulding, DPS, CIPM and Todd Juillerat, CFA.
Section 1 (Fundamentals of Compliance)
Todd Juillerat, CFA
Section 2 (Input Data and Calculations)
John D. Simpson, CIPM
Section 3 (Composite and Pooled Fund Maintenance):
Ashley Reeves, CIPM
Section 4 (Composite Time-Weighted Return Report)
David D. Spaulding, DPS, CIPM
Section 5 (Composite Money-Weighted Return Report)
Todd Juillerat, CFA
Section 6 (Pooled Fund Time-Weighted Return Report)
Todd Juillerat, CFA
Section 7 (Pooled Fund Money-Weighted Return Report)
John D. Simpson, CIPM
Section 8 (GIPS Advertising Guidelines)
Ashley Reeves, CIPM
During these sessions, we highlight and explain the changes within the provisions as well as take your questions.
If you currently claim compliance with the GIPS standards, or are planning to comply, this is a webinar series you won’t want to miss.
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