Performance Perspectives Blog

Announcing Free One-Day Fundamentals of GIPS Workshops

by | Oct 5, 2012

The Spaulding Group has offered training for close to 20 years, including our one-day GIPS Fundamentals Workshop. To date we’ve trained over 3,500 individuals throughout the world (all over the United States, in several cities in Canada, various parts of Europe, in South Africa, as well as in the Middle East, and in several locations in Australia and Asia). In addition to open enrollment classes, which we hold in various cities throughout the year, we also regularly conduct in-house training.

The Global Investment Performance Standards (GIPS(R)) have become an important part of the investment performance area, but there is still a great amount of confusion and misinterpretation about the Standards. The course has been designed to educate individuals that work with the Standards, as well as to address some of the problem areas we see with many firms.

We have decided to offer this course for FREE, but there are a few catches:

  • The course is free only to investment firms (i.e., money managers and plan sponsors)
  • Each class is limited to only 20 participants, to make it more intimate: easier to share ideas and discuss issues and concerns
  • Only one participant per firm may attend. (If a firm wants to send more than one, then a modest fee of $500 will be applied)

We’ve already scheduled the course for five dates and locations, with more to follow:

  • Monday, November 19, 2012 (New York, NY)
  • Monday, January 28, 2013 (Los Angeles, CA)
  • Monday, April 15, 2013 (Toronto, ON)
  • Wednesday, May 15, 2013 (Philadelphia, PA)
  • Monday, June 10, 2013 (London, UK)

We have taught similar workshops for the CFA Institute for roughly ten years. This course is intended for those responsible for GIPS and performance measurement, chief compliance officers, marketing, sales, and others for whom the Standards have value and importance.

John D. Simpson, CIPM, Jed Schneider, CIPM, FRM and I will take turns conducting these courses. This means you will be taught by performance and GIPS specialists with more than 20 years’ experience each, who work regularly with the Standards, through our verification work as well as consulting.

We are accepting registrations for the November 19th NYC and January 28th LA classes now. If you’d like to join us, please visit our special registration page. But hurry, as the spaces will fill quickly.

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