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

HEAR FROM FACTSET, THE CFA INSTITUTE, AND ACA PERFORMANCE SERVICES

Now that the deadline for GIPS® 2020 has passed, and firms have had a chance to interpret and apply the Standards to their businesses, key questions have arisen from pooled fund managers, asset owners, and asset managers. FactSet has again partnered with the CFA Institute and ACA Performance Services to reflect on industry feedback and answer questions from the global financial community.

Stream the audiocast today to hear three different perspectives from our experts. Beth Kaiser-Schwartz, Director, Global Industry Standards at the CFA Institute, Richard J. Kemmling, Partner at ACA Performance Services, and Sean Murray, Director of Performance Product Strategy at FactSet, discuss:

  • Pooled Funds: Facing perhaps the most significant changes from prior versions of the GIPS® requirements, where are the firms seeking greater detail and clarification?

  • Asset Owners: Has the change in Standards motivated more asset owners to achieve compliance? Are asset owners using offline reporting to present their performance for periods longer than one year?

  • Carve Outs: What drove the inclusion of carve outs in the 2020 update? What further guidance is coming from CFA Institute to help guide the use of carve outs?

Watch the Webcast

Speakers

Moderator

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Sean Murray

Director, Product Strategy - Performance

FactSet

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Beth Kaiser-Schwartz, CFA, CIPM

Director, Global Industry Standards

CFA Institute

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Richard J. Kemmling, CPA, CIPM, CGMA

Partner

ACA Performance Services

Moderator

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Sean Murray

Director, Product Strategy - Performance | 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.

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Beth Kaiser-Schwartz, CFA, CIPM

Director, Global Industry Standards | 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.

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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.

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