WEBCAST On-Demand | GIPS® 2020: An Update to the Standards (Part I)

HEAR FROM FACTSET, THE CFA INSTITUTE AND ACA PERFORMANCE SERVICES

In June of 2019, the CFA Institute released the third modification to the GIPS^® reporting standards, creating a foundation to better accommodate alternative investment managers, private wealth firms, and asset owners in their quest to provide clarity and transparency to their investors. While once an optional component of the investment process for asset managers, the GIPS standards have since become a de facto standard business practice expanding to the wealth management and asset owner space.

Download our 30-minute webcast as FactSet discusses GIPS 2020 with the CFA Institute’s Beth Kaiser, Director, Global Industry Standards, together with Richard J. Kemmling, Partner at ACA Performance Services.

Learn from the three different perspectives of our experts—the creator of GIPS, a global GIPS verifier, and a leading provider of GIPS solutions—as they aim to tackle the following:

What are the industry challenges the CFA is aiming to solve with this update?
What will the impact of GIPS 2020 be for asset owners and wealth firms?
What are the benefits of becoming GIPS verified for buy-side firms?
What are some of the key components of a technology solution that institutions need to look for when seeking to comply with GIPS 2020?
And much more

Watch the Webcast

Speakers

Moderator

Sean Murray

Director, Product Strategy - Performance and Reporting

FactSet

Beth Kaiser, CFA, CIPM

Director, Global Industry Standards

The CFA Institute

Richard J. Kemmling, CPA, CIPM, CGMA

Partner

ACA Performance Services

Moderator

Sean Murray

Director, Product Strategy - Performance and Reporting | FactSet

Sean Murray joined FactSet via the acquisition of BISAM and is now responsible for the product strategy of FactSet’s Performance and Reporting solutions, after leading the commercial strategy and sales of FactSet’s Performance and Attribution solutions. Sean joined BISAM in 2012, first as the Global Head of Sales Engineering and later as the Global Head of Product Strategy. Prior to BISAM, Sean held commercial, consulting, and strategic account positions at Eagle Investment Systems, DST International (now SS&C), and Misys. Sean holds a Bachelor of Business Administration from the University of Massachusetts, Amherst.

Beth Kaiser, CFA, CIPM

Director, Global Industry Standards | The CFA Institute

Mrs. Kaiser Schwartz is a director of global industry standards at CFA Institute. She maintains the GIPS standards through management of the interpretations process, develops standards and guidance for new technical areas, and works extensively with volunteer committees. As founder and president of Kaiser Consulting Associates, Inc., she has worked with institutional investors on performance measurement and GIPS-related matters. Mrs. Kaiser Schwartz has worked for both investment managers and investors in various performance, risk, and operations-related roles both as an employee and a consultant. Before working for CFA Institute, she was a volunteer on the North American Investment Performance Committee, the Investor/Consultant Subcommittee of the GIPS Executive Committee, and the Intellectual Property Working Group of the GIPS Executive Committee. Ms. Kaiser holds a BS degree in finance from Florida Atlantic University.

Richard J. Kemmling, CPA, CIPM, CGMA

Partner | ACA Performance Services

Richard J. Kemmling, CPA, CIPM, CGMA is a Partner at ACA Performance Services, a division of ACA Compliance Group. His primary responsibilities include overseeing GIPS® compliance verification engagements, performance certifications, and focused performance reviews, as well as co-leading the division’s operating committee. Richard has worked with firms of all sizes and asset classes around the world. He is a frequent speaker globally on the GIPS standards, has been quoted and interviewed by several industry media outlets, and has written several articles on performance measurement and the GIPS standards. Prior to joining ACA, Richard served as Partner and President at Ashland Partners & Company LLP.