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CFA Society San Francisco GIPS Panel Discussion

The Global Investment Performance Standards (GIPS®) are an ethical framework for the calculation and presentation of the investment performance history of an investment management firm.  This program will discuss the benefits to firms claiming compliance with the standards including marketing and operational best practices.  The panelist will discuss practical solutions to common challenges and insight into the future of GIPS. 

  • Learn how GIPS compliance can give firms advantages in marketing 
  • Discover the operational best practices and benefits to firm claiming compliance with GIPS
  • Understand challenges facing firm coming into compliance and maintaining compliance and practical solutions to overcome these challenges

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Panelists include:

  • Ken Robinson, CFA,CIPM, CPA, PFS (CFA Institute)
  • Amy Jones, CIPM (Guardian Performance Solutions LLC)
  • Danielle Vinje (Pacific View Asset Management, LLC)
  • Richard Kemmling, CPA, CIPM, CGMA (Ashland Partners & Company LLP)