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LEARN . PRACTICE . COMPLY . MAINTAIN .

Courses, tools, community connections and engagements for long term learning, practice, and compliance with the Global Investment Performance Standards. 

The GIPS Compliance Story

The Global Investment Performance Standards (GIPS) are best practice, minimum standards for investment performance calculations and performance presentations.

The Standards are there to ensure the consistency and reliability of the information presented to prospective clients, investors of investment managers, and oversight bodies of asset owners.

The Standards are created for those who comply - investment managers and asset owners. But as an investor, you need to know some basic information to be able to understand why and how the Standards benefit you, interpret the performance reports based on the Standards and ultimately, demand compliance by the professional firms you deal with.

As an industry regulator looking to protect the integrity of the investment industry as well as protect investors from unscrupulous professionals, mastering the principles of such standards to require or recommend compliance and monitor and enforce compliance, is a must.

And as the complier and target of the Standards - your needs are more than just mastery of the principles, you must also devise a plan to implement and claim compliance as an investment manager or asset owner.

The Problem

Yes! You know the Standards are there and they solve an important problem in the investment management industry - investment performance calculations and presentations.

The Standards also do not lack documentation - there are tons of it.

But amid that abundant information lies confusion. How do you interpret and use the Standards as an investor or asset owner, how do you comply as an investment manager or asset owner; and how do you master the principles to push an industry to comply and monitor compliance, as a regulator?


Our Solution

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 Each user of the GIPS Standards - investor, investment firms & asset owners, regulator - has a part to play for the effective use of the Standards. But each user's needs are different.

At Synercate, we understand the diverse needs of the different users of the GIPS. And we know that we cannot ignore any of the users if we want the widespread use of the Standards for the benefit of investment industries and protection of investors.

Our solutions cater to the unique needs of each user category's journey through the Standards. We have solutions for:

  • Investors & Trustees/Directors of Asset Owners - looking to learn the basics
  • Investment & Pensions Industry Regulators - looking for basic to advanced knowledge & skills 
  • Investment Managers & Asset Owners - basic to advanced knowledge and compliance support

Our GIPS Standards Solutions

#1
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GIPS Implementer Support Program

Our GIPS Implementer support solution is the recommended package for investment managers and asset owners looking to implement the Standards and comply. It includes the three-level GIPS Compliance Principles Course Program, to help you master the principles of the Standards, essential implementation tools and resources, current state diagnostics with recommendation report, and implementation coaching for your team of implementers.

#2
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GIPS Compliance Principles Program

The GIPS Standards Principles Course Program is a three-level program that takes participants on a step-by-step journey through the GIPS, from basic foundational knowledge to advanced application principles. The approach is practical and case-based, to equip you with the skills you need at various levels of use of the Standards. It is recommended for technical staff of investment managers, asset owners and compliance supervision staff of investment and pensions regulators looking to gain a deep understanding of the Standards from a practical, application perspective. It is included in the Implementer Support Program.

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Foundations of GIPS Compliance Course

This is the basic and first level course of our GIPS standards principles courses. It is suitable for anyone looking to understand what problems the Standards address and how to use key, basic investor reports provided by firms and asset owners who comply with it. It is recommended as the starting course for those looking to advance to higher level courses as well as a basic foundational knowledge for all technical and non-technical staff of investment managers, asset owners, and other investment industry firms, compliance staff of investment industry regulators, fiduciary board members of asset owners, and the investor public. It is included in the GIPS Compliance Principles Course Program and the GIPS Implementer Support Program.

#4
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Evaluation Principles for GIPS Compliance Course

This is the second, intermediate level GIPS principles course. Its purpose is to equip professionals with the skills to evaluate their current state to determine what they need to do and have in place before embarking on the compliance implementation journey. It is recommended for technical professionals of investment management firms and asset owners considering compliance as well as compliance staff of industry regulators seeking to understand what it is required for compliance by industry firms. It is included in the GIPS Compliance Principles Course Program and the GIPS Implementer Support Program.

#5
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Application Principles for GIPS Compliance Course

This is the third and advanced level GIPS compliance principles course. Its purpose is to teach professionals to master key processes and apply key methodologies necessary for compliance. It is recommended for technical professionals of investment management firms and asset owners considering compliance as well as compliance staff of industry regulators seeking to understand the processes and methodologies for compliance by industry firms. It is included in the GIPS Compliance Principles Course Program and the GIPS Implementer Support Program.

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Composite Insider Membership Platform

Our Composite Insider Learning and Membership Platform is where all our online learning and training happens. It is also a membership platform for industry professionals looking to connect and discuss industry issues ethics, standards and regulations as well as to have private industry group forums. You can open a free, lifetime account (Avid Insider) to access the public discussion rooms or join a private industry discussion forum. For even more benefits, upgrade to our premium Insider Pro membership to get access to premium resources, such as our Bite-Sized series, quests and summaries for standards and regulations, including the Bite-Sized GIPS Series, GIPS Standards Quests, Skills Nurturing Programs and other resources

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Bite-Sized GIPS Series

Our Bite-Sized GIPS Series takes you on a provision-by-provision journey through the requirements and recommendations of the GIPS. The purpose is to hold your hand through each provision to help you get acquainted with what they say, require or recommend that you do, how to do what they say and point you to additional resources that will help you meet the demands of each requirement or recommendation. Signing up for this series is recommended for industry professionals of investment managers and asset owners as well as compliance staff of regulators, for long-term, paced mastery of the requirements and recommendations of the GIPS. It is a core part of our Insider Pro premium membership subscription on our learning and membership platform.

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GIPS Standards Quests

Our GIPS standards quests are activities to help you master the requirements, recommendations and definitions that embody the GIPS in a fun way. Signing up for this series is recommended for industry professionals of investment managers and asset owners as well as compliance staff of regulators, for long-term, paced mastery of the requirements and recommendations of the GIPS. It is a core part of our Insider Pro premium membership subscription on our learning and membership platform.

#9
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Skill Nurturing Programs

Learning researchers have demonstrated that continuous paced, practice over an extended period is the surest way to consolidate any knowledge you have acquired. Our skill nurturing programs are short series of tutorials and other learning resources, crafted around mastery of concepts and methodologies and delivered to you in a small, sequential chunks to help you master concepts covered in our courses. Signing up for this series is recommended for industry professionals of investment managers and asset owners as well as compliance staff of regulators, for long-term, paced mastery of concepts learnt in our courses. It is a core part of our Insider Pro premium membership subscription on our learning and membership platform.

#10
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Composite Insider Podcast

Our Composite Insider Podcast is another learning resource we provide to help you learn and master the GIPS, as well as other industry standards, ethical principles and regulations. They are short, straight to the point, accompanied by tips to put what you have learned to practice, quizzes to test what you have learned and fun challenges to keep you motivated and competitive with other listeners. Recommended for all investment industry professionals looking for another way to master these standards on the go.

#11
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Compliance Insights Blog

Our Compliance insights blog is where we share our views and encourage you to also share yours on various topical issues related to investment industry standards, ethical principles, regulations, and performance evaluation. It is a recommended read for professionals seeking clarity and insights about these topics.

#12
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Industry Discussion Forums

Are you looking to join discussions about how to use investment industry standards, ethical principles, and regulations to shape our investment and pensions industry across Africa? Then signup for a free account to join our topic forum discussions or join any private professional association group discussions for professional groups that you belong to. Learn, get resources, connect, and engage with other professionals.

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Smart Summaries & Other Resources

Our composite insider platform also boasts of summaries of key standards, regulations, etc. and other resources to support learning and mastery around these topics.  Signing up for this series is recommended for industry professionals of investment managers and asset owners as well as compliance staff of regulators, for long-term, career support. It is a core part of our Insider Pro premium membership subscription on our learning and membership platform.

Solutions for diverse compliance needs

What do you want to do? Learn the basics as an investor, take it to the advanced level as a regulator or professional or implement to comply - with got you covered!

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