freereportgraphic

A focused in-depth overview

Our surveys have found that there are many areas that firms struggle with in regards to GIPS® compliance. These include policies and procedures, firm definition, discretion, and making decisions about composites. The Spaulding Group 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 guide you through the complicated, often grey areas, and remove the confusion that surrounds the GIPS Standards. 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 of the Standards, which will benefit you and your firm.

Topics will include:
  • Fundamentals of compliance
  • Composite construction
  • Calculation methodology
  • Disclosures
  • Presentations and reporting
  • Advertising guidelines
  • Treatment of carve-outs
  • Error correction
  • Much more...

Locations and Dates

May 15, 2013 - Philadelphia, PA - Ritz-Carlton Hotel

 

PMAR Highlights

 

GIPS Animation

TSG Overview