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 Exploring 2020 GIPS Standards: Application to Asset Owners and Pooled Funds

CFA Society Greece, with the support of the Hellenic Fund and Asset Management Association, is hosting a webinar on "Exploring 2020 GIPS Standards: Application to Asset Owners and Pooled Funds" with Iain McAra*, Director of Global Industry Standards at CFA Institute, on Thursday, May 14, 2020 at 18.00-19.00.

The development of the 2020 GIPS standards provided an opportunity to address two areas in particular:

i)          Application of the GIPS standards to Asset Owners and

ii)         Approach to calculation and presentation of limited distribution and broadly distributed pooled funds in the GIPS standards.

This webinar will provide an overview of both of these topics and their treatment in the GIPS standards to ensure that the minimum set of information that is full, fair, consistent and comparable is delivered to the prospective investor.

Attendance is free of charge. If you are interested, please let us know by sending an email to events@cfa.gr by Wednesday, May 13, 2020. Registration is on a first-come, first-served basis. You will receive a link for the webinar along with the confirmation for your registration.

Τhis webinar qualifies for 1 Continuing Education (CE) Credit hour. If you are a CFA Institute Member, Continuing Education credit for your participation in this webinar will be automatically recorded in your CE Diary.


*About the Speaker: 

Iain McAra is Director, Global Industry Standards, focusing on outreach in the EMEA region. He joined CFA Institute in April 2012 in New York, relocating to the CFA Institute London office in August 2013.

Prior to joining CFA Institute, and for a little over 14 years, he was Vice President, US Performance Analysis Group for JPMorgan Asset Management, based in New York, where he also oversaw GIPS compliance. Originally from the UK, he worked in Performance Analysis for Citibank and Baring Asset Management, transferring to Baring's Boston office in 1994 where he was also responsible for AIMR-PPS / GIPS compliance.

As a volunteer working with performance standards, he served on and chaired various GIPS/AIMR committees since 1992 including the USIPC and latterly was the chair of the Investment Manager Subcommittee and member of the GIPS Executive Committee. As CFA Staff he has supported or continues to support the EMEA GIPS Sponsors, Investment Manager and Interpretations sub committees as well as the Risk and Investment Reporting Working Groups. He was a member of the EIOPA PRIIPs KID consultative and the Costs and Past Performance expert groups, and works with other industry groups in the UK and the EU. Recently he has been working on the Global Investment Performance Standards (GIPS®) for Fiduciary Management Providers to UK Pension Schemes, which has been mandated by the UK regulator.

He has a BSc in Chemistry from University of London.