Views on improving the integrity of global capital markets
21 October 2015

Investment Risk and Fees: Annual GIPS Conference Highlights

The 21st Annual GIPS Standards Conference will be held 14–15 September 2017 in San Diego, California.

Does investment performance excite you? You’re not alone. A sold-out crowd recently gathered at the Annual Global Investment Performance Standards (GIPS®) Conference in San Diego. You could feel the energy throughout the event. Why is this conference so popular, you might ask? The well-rounded content makes it a must-go event for anyone in the investment performance-measurement field. The sessions cater to participants who work extensively with the GIPS standards and who don’t, alike.

View a recap of conference highlights, here:

Months of preparation go into formulating an agenda for the conference and finding the right subject-matter experts to share best practices and speak to the key issues and major developments in the performance measurement field, making this conference essential for any performance or compliance professional. Preparing for this year’s conference was no different. It featured Karol Pollock, associate regional director in the Los Angeles office of the US Securities and Exchange Commission’s (SEC) National Exam Program, to help firms prepare for the ever-changing and rigorous SEC examination process. A wide range of topics were presented during the two-day conference, including risk, money-weighted returns, fees, active share, client-focused reporting, and manager selection. The truly irreplaceable aspect of the conference from which so many attendees derive tremendous value is the opportunity to network. As the largest gathering of investment performance-measurement professionals, the conference enables attendees to build contacts as well as business prospects. It is, therefore, no surprise that attendees from all over the world were present, and that many hadn’t missed a conference in years. A handful hadn’t missed a single one in the conference’s 19-year history. The 2016 GIPS Conference on 22–23 September in Boston will mark the 20th anniversary of the event, and will feature some of the best content to date. So mark your calendars now. For more from the recent conference, see social media highlights, curated by Peter Gross, below.


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Image credit: Monica Pedynkowski

About the Author(s)
Anju Grover, CIPM

Anju Grover, CIPM, is a senior GIPS analyst in the Investment Performance Standards Policy Group of CFA Institute. She develops new project ideas for the GIPS standards and acts as a staff liaison for numerous global volunteer committees that oversee the development and promulgation of the GIPS standards.

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