| Date |
: |
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| Time |
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| Venue |
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| HKSFA Office, Room 1802, 18/F, 1 Duddell Street, Central, Hong Kong. |
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| Speaker(s) |
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Mr. Carl Bacon, CIPM,
Chairman,
StatPro Group plc
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| Fee |
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HKSFA Member(s) at HK$1,300/person
CFA Candidate(s) at HK$2,000/person
Guest(s) and non-Member(s) at HK$2,000/person
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This event is qualified for : |
3.5 CPT hour(s) , 3.5 CE hour(s) , 3.5 RBV CPD hour(s)
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| Remarks : |
- Special Discount: 10% off for those who register for two (or more) workshops.
- Only Visa and Master Card are accepted for online payment.
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| Event Details: |
Course Objective
To achieve a good understanding of Global Investment Performance Standards (GIPS®) including; how to achieve compliance, how to maximise the claim of compliance and understand the ongoing implications of the claim of compliance.
Course Agenda
Introduction
- Why have performance standards?
- Who are the standards aimed at?
- History of the Standards
GIPS® Detail
- Fundamentals of Compliance
- Definition of Firm
- Definition of Discretion
- Input Data
- Return Methodology
- Portfolio return
- Composite return
- Composite Construction
- Disclosures
- Presentation & Reporting
Independent Verification
Future Governance
- Structure
- Changes to the standards
- 2010 review
Guidance Statements
- Supplemental Information
- Large & Significant cash flows
- Carve-outs
- Error Correction
Why do it?
- Asset managers
- Pension Funds
- Verification
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Click here to enrol and download the event flyer for further details. |
