Webinars and Other Resources

We've compiled a number of webinars, podcasts, articles, white papers, and other educational resources about complying with the GIPS standards.


Webinars, Webcasts, and Podcasts

2018
Highlights from the 2020 GIPS Standards for Verifiers
Karyn Vincent, CFA, CIPM, Head, Global Industry Standards & GIPS Executive Director, CFA Institute
Ken Robinson, CFA, CIPM, Director, Global Investment Performance Standards, CFA Institute
View (PDF) the webinar slides

2020 GIPS Standards Q&A Session for Traditional Firms
Karyn Vincent, CFA, CIPM, Head, Global Industry Standards & GIPS Executive Director, CFA Institute
Ken Robinson, CFA, CIPM, Director, Global Investment Performance Standards, CFA Institute
View (PDF) the webinar slides

2020 GIPS Standards Q&A Session for Alternative Investments
Karyn Vincent, CFA, CIPM, Head, Global Industry Standards & GIPS Executive Director, CFA Institute
Ken Robinson, CFA, CIPM, Director, Global Investment Performance Standards, CFA Institute
View (PDF) the webinar slides

2020 GIPS Standards Q&A Session for Asset Owners
Karyn Vincent, CFA, CIPM, Head, Global Industry Standards & GIPS Executive Director, CFA Institute
Ken Robinson, CFA CIPM, Director, Global Investment Performance Standards, CFA Institute
View (PDF) the webinar slides

2018 GIPS Standards Annual Conference - Live Stream Archive
GIPS 2020 - The Highlights
GIPS 2020 - Rethinking the GIPS Advertising Guidelines
The Foundations of Manager Due Diligence and Selection
The Behavioral Gap

2017
Recording of a Live Interview: GIPS 2020 Edition
Paul Glenn
Jonathan Boersma, CFA

Conference Live Stream Recording: GIPS 2020 - Pooled Funds
Dr. Ann Putallaz, CIPM

Conference Live Stream Recording: Panel Discussion - ESG, SRI, BPS and the GIPS Standards
David Post, CFA
Anne Simpson

Conference Live Stream Recording: Measuring Up - Guidance on Benchmark Selection
Anthony Howland

Proposed GIPS Guidance Statement on Benchmarks 
Anthony Howland, Chair, GIPS Benchmark Working Group
Beth Kaiser, CFA, CIPM, Director, Global Investment Performance Standards, CFA Institute
View (PDF) the webinar slides

Proposed GIPS Guidance Statement On Overlay Strategies 
Hans Pieper, Managing Director, DPG Deutsche Performancemessungs - G.mbH
Ken Robinson, CFA, CIPM, Director, Global Investment Performance Standards, CFA Institute
View (PDF) the webinar slides

Final GIPS Asset Owner Guidance Statement
Wylie Tollette, CFA, CPA, Chief Operating Investment Officer, CalPERS Investment Office
Beth Kaiser, CFA, CIPM, Director, Global Investment Performance Standards, CFA Institute
View (PDF) the webinar slides

Proposed Updated GIPS Guidance Statement on Verifier Independence
Damian Regan, Chair, GIPS Verification Subcommittee
Ken Robinson, CFA, CIPM, Director, Global Investment Performance Standards, CFA Institute
View (PDF) the webinar slides

Guidance Statement on Risk Exposure Draft
Colin Morrison, Chair, GIPS Risk Working Group
Iain McAra, Director, Global Investment Performance Standards, CFA Institute
View (PDF) the webinar slides

GIPS 20/20 – Our Vision for the Future of the GIPS Standards
Carl Bacon, CIPM, Chair, GIPS Executive Committee
Karyn Vincent, CFA, CIPM, Chair, GIPS Technical Committee
Jonathan Boersma, CFA, Executive Director, Professional Standards, CFA Institute
Beth Kaiser, CFA, CIPM, Director, Global Investment Performance Standards, CFA Institute
View (PDF) the webinar slides

2016
GIPS Revised Supplemental Information Exposure Draft - What's New 
Karyn Vincent, CFA, CIPM, Chair GIPS Technical Committee
Beth Kaiser, CFA, CIPM, Director, Investment Performance Standards, CFA Institute
View (PDF) the webinar slides

2015
The GIPS Standards:  Verification Overview
Ken Robinson, CFA, CIPM, Director, Investment Performance Standards, CFA Institute
Jon Stokes, Director, Professional Standards, CFA Institute
View (PDF) the webinar slides

Implementation Assistance for GIPS Compliance
Iain McAra, Director, Investment Performance Standards, EMEA, CFA Institute
Beth Kaiser, CFA, CIPM, Director, Investment Performance Standards, CFA Institute
View (PDF) the webinar slides

Fundamentals of GIPS Compliance
Cindy Kent, Director, Investment Performance Standards, CFA Institute
Jon Stokes, Director, Professional Standards, CFA Institute
View (PDF) the webinar slides

GIPS Firm Notification Requirement - What You Need to Know
Anju Grover, CIPM, Senior GIPS Analyst, CFA Institute
Beth Kaiser, CFA, CIPM, Director, Investment Performance Standards, CFA Institute
View (PDF) the webinar slides

2012
Turning Colleagues into Partners in Complying with the GIPS Standards (Take 15 Series)
Ann F. Putallaz, CIPM, Vice President and Director of Data and Communication Services, Munder Capital Management

The Benefits of Complying with the GIPS Standards (Take 15 Series)
Iain W. McAra, Vice President, Performance Strategist for JPMorgan Asset Management



Articles, White Papers, and Other Educational Materials