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Compliance is Easier Than You Think: Claiming Compliance with 2020 GIPS® Standards for Alternative Investment Managers

Investors and regulators are demanding transparency in performance reporting. The SEC’s new Marketing Rule’s final compliance date is November 4, 2022, and alternative investment managers will need to change the way performance is presented in their marketing and advertising. 

On Demand Anytime Your Desk!

ACA is seeing more endowments, foundations, and pension funds add questions about GIPS compliance in their RFPs. The SEC’s new Marketing Rule’s final compliance date is November 4, 2022, and alternative investment managers will need to change the way performance is presented in their marketing and advertising. The 2020 Global Investment Standards (GIPS®) provide a detailed framework for calculating and presenting performance, and by claiming compliance, a firm is proactively demonstrating its commitment to best practices. 

ACA recently released a white paper series that covers those details managers need to know to claim compliance with the 2020 Global Investment Performance Standards. Join ACA’s Tanner Beverly, Rosellen Bounds, Shivani Choudhary, and Chase Frei for a webcast discussion on September 29, 2021, at 11 a.m. EDT to review how to claim compliance.

Key learning objectives:

  • Firm definition,
  • Discretion,
  • Composite construction,
  • Account and composite return calculations,
  • GIPS Reports,
  • Portability, and 
  • Supplemental information

The presentation will be followed by an interactive Q&A with our team of performance professionals.

Speakers

Tanner Beverly

Tanner Beverly

Senior Principal Consultant, ACA Group

Rosellen Bounds

Rosellen Bounds

Director, ACA Group

Shivani Choudhary

Shivani Choudhary

Managing Director, ACA Group

Chase Frei

Chase Frei

Partner, ACA Group

 

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