This is a 1-hour webinar to review and discuss the Global Investment Performance Standards (GIPS®) Guidance Statement on Benchmarks exposure draft. The purpose of this Guidance Statement is to provide new interpretation on benchmarks as it pertains to the application of the GIPS standards. Topics such as selecting an appropriate benchmark, the role of benchmarks, and practical considerations provide a strong background for firms when considering benchmarks within compliant presentations. Concepts such as price-only benchmarks, multiple benchmarks, and benchmark changes attempt to answer long held questions by the industry.
In addition, this exposure draft consolidates and organizes the benchmark-related information, providing one reliable source for everything to do with benchmarks within the GIPS standards.
There will be an opportunity for webcast participants to ask questions during the live webinar.
The exposure draft is expected to be released by 31 October 2017 with a public comment period through 29 January 2017.
CFA Institute Event