2013 GIPS Standards Annual Conference

The implementation and application of the Global Investment Performance (GIPS) standards.

19 20 September 2013

Investors are increasingly seeking standards of investment performance measurement and reporting that are reliable and comparable across markets. At this event, subject experts share best practices and speak to the key issues and major developments in investment performance measurement, making this conference essential for any performance or compliance professional.

22 speakers

  • Michael E. Director Vice president, investment risk management, at Prudential International Investments.
  • Wes Grubbs @pitchinc
  • Stefan J. Illmer Managing director at Illmer Investment Performance Consulting AG.
  • John P. Meier, CFA Managing director and director of quantitative consulting at Strategic Investment Solutions.
  • Trevor Persaud Managing director, Association of Southeastern Asian Nations and Taiwan, at Russell Investments.
  • Ann F. Putallaz, CIPM Principal at AFP Consulting, LLC.
  • Annie Lo, CFA, CIPM Director, Global Investment Performance Standards, APAC region at CFA Institute.
  • Hans G. Pieper Managing Director of Deutsche Performancemessungs-Gesellschaft für Wertpapierportfolios mbH.

15 sessions

Day 1 Thursday 19th September 2013

Day 2 Friday 20th September 2013

21 known attendees

  • AbsoluteVerification
  • Michael Director
  • CFA Institute Events
  • Wes Grubbs
  • The GIPS Standards
  • Dr. Stefan J. Illmer
  • John Meier
  • Trevor Persaud
  • Ann Putallaz
  • Annie Lo, CFA, CIPM, CAIA
  • Iain McAra
  • Karyn Vincent
  • Neil Simon
  • Jonathan Boersma,CFA
  • Rahul Keshap
  • Lynn Hoover
  • Andrew Bowden
  • Stephen Gaudette
  • Colin Morrison
  • Yoh Kuwabara
  • Sue (Butkus) Pike, CFA, CIPM

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Coverage

2 videos

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2 write-ups

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1 liveblog

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1 handout

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Staff

  • CFA Institute Events @CFAevents
  • Jonathan Boersma,CFA @JonathanBoersma

    Executive Director of the Global Investment Performance Standards at CFA Institute.

  • The GIPS Standards @gips

    GIPS standards are a set of industry-wide ethical principles based on fair representation & full disclosure for the standardization of investment performance.

Related books

  • MarketPsych
  • When Markets Collide: Investment Strategies for the Age of Global Economic Change
  • A Non-Random Walk Down Wall Street

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