Fundamentals of GIPS Workshop


May 23, 2023

The Heldrich Hotel – New Brunswick, NJ 

Compliant? Thinking of Compliance?

The world's leading experts will present a comprehensive, deep dive into the GIPS standards that's appropriate for both experienced professionals and newcomers, and discusses how to implement them at your firm. This workshop has been completely revamped and updated to reflect the 2020 version of the Standards.

Our surveys have found that there are many areas that firms struggle with in regards to GIPS compliance, including policies and procedures, firm definition, discretion, and making decisions about composites. TSG has constructed a full-day workshop, that addresses these topics and is dedicated to helping firms understand, implement, and master the Global Investment Performance Standards.

The workshop is designed to demystify the Standards, educate and train you and your team about the key, as well as not-so-key, parts of the Standards, removing the confusion that surrounds them.

Our practical and straightforward approach to teaching and interpreting the Standards, along with taking the time to address all of your issues, will leave you with a solid understanding, which will benefit you and your firm.

Topics will include:

  • Fundamentals of compliance
  • Composite construction
  • Deriving portfolio and composite returns
  • GIPS reports
  • Advertising guidelines
  • Error correction
  • Asset owner guidance
  • New pooled funds guidance
  • Treatment of carve-outs
  • Policies and procedures
  • Dealing with estimated transaction costs
  • Much more…
Course Details:

Tuesday, May 23, 2023

The Heldrich Hotel - New Brunswick, NJ 


Space is Limited!

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