Overview of the Global Investment Performance Standards (GIPS) January 2025

   

Come join Kim Cash, CFA, CAIA, CIPM, CSCP a specialist in GIPS compliance consulting, verification, and education as she breaks down the GIPS Standards portion of the Level I CFA Curriculum.

If you’re a CFA Candidate looking for a better breakdown on Global Investment Performance Standards (GIPS®), or if you’re looking to learn how to best apply the GIPS Standards or get the most out of them for your firm and clients, then this event is for you.

The GIPS Standards were referenced in the SEC’s marketing rule for investment advisors 26 times, and private fund presentations are now required by FINRA to show GIPS compliant capital funding ratios. With practical lessons for every skill level and expertise, this event offers an in-depth overview of the GIPS standards and helps participants master the fundamentals.

This discussion will follow CFA Institute’s Learning Outcome Statements for 2025 Level I CFA Curriculum Volume 10, Module 4:

• Explain why the GIPS standards were created, who can claim
• Compliance, and who benefits from compliance
• Describe the key concepts of the GIPS Standards for Firms
• Explain the purpose of composites in performance reporting
• Describe the fundamentals of compliance, including the
• Recommendations of the GIPS standards with respect to the
• Definition of the firm and the firm’s definition of discretion
• Describe the concept of independent verification

SPEAKER

Kim Cash, CFA, CAIA, CIPM, CSCP | is the Founder of Cascade Investment Compliance & Verification, a specialty consulting firm founded in 2017 to help asset managers and asset owners with their compliance and business growth objectives, providing GIPS compliance consulting, independent verification and educational workshops across the U.S.

Kim brings over 27 years of investment industry experience to each GIPS® verification. Since 1995, she has overseen—and been in the trenches with—performance and compliance projects to support hundreds of asset management firms implementing and maintaining compliance with the GIPS standards. She has examined thousands of investment strategies and composites and can speak to the unique challenges posed by complex strategies and firm and investment structures. Her educational workshops bring compliance to life with everyday insights, challenges and practical solutions for firms committed to following industry best practices.

Kim holds a Master of Science degree in education and has worked in the industry as a Consultant and Chief Compliance Officer for RVK, Inc., an SEC-registered investment advisor. Back To Top ^^