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Global Investment Performance Standards (GIPS) » BII21

Global Investment Performance Standards (GIPS)

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DateFormatDurationFees
21 Apr - 25 Apr, 2024Live Online5 Days$2050Register
07 Jul - 11 Jul, 2024Live Online5 Days$2050Register
20 Oct - 24 Oct, 2024Live Online5 Days$2050Register
DateVenueDurationFees
07 Apr - 11 Apr, 2024Riyadh5 Days$4345Register
28 Jul - 01 Aug, 2024Doha5 Days$4345Register
06 Oct - 10 Oct, 2024Muscat5 Days$4345Register

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Course Overview

Global investments performance standards (GIPS) are a set of voluntary guidelines adopted by investment management organisations worldwide. GIPS encourages transparency through complete disclosure and fair representation of investment performance and is closely applicable and relevant to asset owners, verifiers, investment firms, etc.

GIPS allows investment organisations to compare their performance with competitors. Presenting investment performance results uniformly aids investors inaccurate investment decisions and fosters fruitful trade and commerce within and outside a country.

This Zoe training course will empower you with complete information and understanding of GIPS, necessary to co-exist and stay relevant in a highly competitive business environment. The course covers general information including the history of these standards to comparison of guidelines across various versions and releases.

It provides a detailed overview of how GIPS can benefit asset owners, investment management firms, verifiers, etc, thus offering relevant content and knowledge to all concerned with this field. Undertaking this course will provide the necessary skills to successfully function in compliance with GIPS.

Course Objectives

The key objective of this Global Investment Performance Standards (GIPS) training course is to empower professionals with—

  • detailed information and knowledge of GIPS and related concepts
  • the experience, confidence and knowledge to train other professionals on critical aspects related to GIPS
  • the understanding and experience to successfully function across any sphere of work related to investment performance, be it as an asset owner, an investment organisation or a verifier
  • the eye for detail and exposure to review existing practices and protocols of one’s organisation to check for the scope for revision in order to be GIPS compliant
  • the awareness and understanding to make good use of being GIPS compliant to garner interests of potential investors to grow one’s business multi-fold
  • the foresight and maturity to foresee potential challenges and risks related to GIPS implementation and maintenance and to ensure successful compliance
  • the experience, knowledge and exposure to undertake positions of international business relations, thereby proving to be a complete asset to one’s organisation and securing one’s future prospects therein
  • the overall experience and skillset to work in any area of GIPS compliance, thereby increasing one’s opportunities for career growth and progression

Training Methodology

The training methodology adopted at Zoe Talent Solutions is a mixed approach, involving theoretical and practical learning. The theory is delivered through detailed presentations by experienced professionals from the relevant domain. The training course content is customisable and is thoroughly checked for changes before the commencement of each training session.

Practical aspects of the training include projects and assignments, role-plays, case study discussions and resolutions, etc. Trainee participation is given utmost importance, and group activity forms an integral part of the training schedule.

This unique, innovative, effective format of training adopted by Zoe Talent Solutions is called the Do–Review–Learn–Apply Model.

Organisational Benefits

With professionals undergoing this Global Investment Performance Standards (GIPS) training course, organisations will derive the following benefits:

  • Trained and experienced professionals to check for better compliance and more effective systems and processes
  • Regular training of other in-house employees on best practices related to GIPS
  • Regular review and revisions in systems and procedures as per changing requirements of GIPS
  • Well-maintained and structured documentation as per requirements under GIPS
  • Demonstration of integrity and ethical business practices, thus fostering transparency to employees, investors and the like
  • Greater investments as a result of increased investor trust and interest because of greater transparency
  • Increased performance and exponential growth because of stronger, long-term investments
  • Effective risk recognition, control and mitigation by experienced professionals handling all key functions
  • Greater prospects for international business opportunities because of compliance with internationally accepted standards

Personal Benefits

Professionals opting for this Global Investment Performance Standards (GIPS) training course will benefit in the following ways:

  • Thorough understanding and increased knowledge of GIPS and all other related concepts
  • Increased confidence and experience to train other professionals on GIPS and related aspects
  • Enhanced foresight and awareness to predict and/or identify risks and challenges and make relevant changes to minimise or mitigate the effect of these
  • Greater understanding and knowledge to handle important positions and roles related to GIPS as well as international standards
  • Better understanding and knowledge to continuously review and update, if necessary, existing practices and policies to help one and one’s firm stay relevant in the competitive environment, thus securing one’s future and growth prospects in the industry
  • Increased experience and confidence to make use of GIPS compliance to foster better investments and garner greater business for one’s organisation, in turn inviting further opportunities for growth and progression across one’s organisation
  • Enhanced skill set and experience in all aspects of GIPS compliance, thereby increasing opportunities for progression across any role or organisation
  • Relevant skills, confidence, experience and knowledge to work on key roles involving international business opportunities for one’s organisation

Who Should Attend?

  • Executives of investment management firms who need to understand and comply with GIPS to stay relevant as professionals in this industry
  • Managers and senior leaders of investment management firms who should ensure that all strategic decisions are in line with GIPS
  • Potential investors for making effective and appropriate investment decisions
  • Financial and legal advisors responsible for aiding the senior management of firms in making better decisions
  • Asset owners and verifiers aligned to reviewing and interpreting investment performance
  • Any other professional interested to know more about GIPS

Course Outline

The Global Investment Performance Standards (GIPS) course covers the following topics for understanding GIPS:

Module 1 – Global Investment Performance Standards (GIPS) – An Overview

  • History
  • Definition and governance
  • Objectives and purpose

Module 2 – Benefits of Compliance with GIPS (2020) – Asset Owners

  • Voluntary commitment to performance transparency and comparability
  • Adherence to global best practices of investment performance valuation
  • Establishment of strong investment performance procedures and policies
  • Same performance standards for external investment manager hiring

Module 3 – Benefits of Compliance with GIPS 2020 – Verifiers

  • Consolidation of verification guidance
  • Revised verification report language
  • New verification planning requirements
  • Highlights of required testing procedures
  • Maintenance of verifier documentation

Module 4 – Benefits of Compliance with GIPS 2020 – Firms

  • Greater trust and investor interests
  • Performance comparability
  • Ethical and uniform practices across the competition
  • Global prospects

Module 5 – Sections of GIPS (2020) for Firms

  • Compliance fundamentals
  • Input data/calculation methodology
  • Composite and pooled fund maintenance
  • Composite time-weighted return report
  • Composite money-weighted return report
  • Pooled fund time-weighted return report
  • Pooled fund money-weighted return report
  • GIPS advertising guidelines

Module 6 – Key Changes Between GIPS 2010 and GIPS 2020

  • Differentiated reporting for composite versus pooled funds
  • More focus on portfolio structure/less on asset classes
  • More flexibility for use of money-weighted funds versus time-weighted funds
  • Ability to declare carved-out performance with allocated cash
  • Greater options for advertising GIPS compliance

Module 7 – Verification Phases

  • Planning
  • Testing
  • Testing procedure wrap-up
  • Management representation letter
  • GIPS verification report

Module 8 – GIPS Verification Procedures

  • Understand firm and policies/procedures
  • Understand valuation and performance calculations
  • Review firm definition and assets
  • Review asset existence and ownership
  • Review composite membership/benchmarks/presentations
  • Review list of composite descriptions

Module 9 – Confusing Aspects of GIPS

  • Discretion
  • Minimum account size
  • Large vs. significant cash flows
  • Composite construction
  • Verification
  • Standard deviation
  • Advertising guidelines

Participant Reviews
VO
Victor Onyema
Amazing support and teaching. Ishwar the trainer was excellent and staff at Zoe were very helpful and responded timely to every issue raised. Definitely recommending to everyone.
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