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37 overview of the global investment performance standards (provisions of…
37 overview of the global investment performance standards
background of the GIPS standards
the need
the development of performance presentation
governance of the GIPS
overview of the GIPS standards
provisions of the GIPS standards
1 fundamentals of compliance
2 input data
3 calculation methodology: time-weighted total return
4 return calculations: external cash flows
5 additional portfolio return calculation provisions
6 composite return calculation provisions
7 constructing composite - qualifying portfolio
8 constructing composite - defining investment strategies
9 constructing composite - including and excluding portfolios
10 constructing composite - carve-out segments
11 disclosure
12 presentation and reporting requirements
13 presentation and reporting recommendations
14 introductions to the RE and PE provisions
15 real estate provisions
16 private equity provisions
17 wrap fee / separately managed account provisions
GIPS valuation principles
GIPS advertising guidelines
verification
other issues
after-tax return calculation
keep current with the GIPS standards