Global Investment Performance Standards Workshop

The Spaulding Group
Training overview
1 day
995 USD
Next start date: Contact the Spaulding Group for future dates. - New Brunswick
Classroom / Public

Course description

GIPS Workshop

Global Investment Performance Standards (GIPS) 1 day Workshop

This course from the Spaulding Group has been designed to help the firms that struggle with GIPS compliance. Surveys by Spaulding have found that there are many areas that firms have problems with, including policies and procedures, firm definition, discretion, and making decisions about composites.

This workshop has been designed to guide you through the complicated, often grey areas, and remove the confusion that surrounds the GIPS Standards. The trainers are dedicated to helping firms understand, implement, and master the Global Investment Performance Standards®. The 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

Training Content

Course content includes:

  • Fundamentals of compliance
  • Composite construction
  • Calculation methodology
  • Disclosures
  • Presentations and reporting
  • Advertising guidelines
  • Treatment of carve-outs
  • Error correction

Costs

The cost of this course is $995 per participant.

About The Spaulding Group

Since 1990, The Spaulding Group has been one of the most influential performance measurement services firms in the investment industry. Solely focusing on the money management industry, Spaulding is unlike other firms that support a variety of industries.  There is...


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Contact info

The Spaulding Group

33 Clyde Road
08873 Somerset New Jersey

 Show phone number
www.spauldinggrp.com

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