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.
Yes! You know the Standards are there and they solve an important problem in the investment management industry - standardizing investment performance calculations and presentations.
The Standards also do not lack documentation - there are tons of it.
But in the midst of 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?
Each user of the GIPS Standards - investors, 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.
So although our solutions primarily target the compliers, we do not ignore the unique needs of investors and regulators, who can also benefit from our recommended resources for their specific needs. We have solutions for:
Our GIPS Standards Solutions
GIPS Implementer Support Program
This Program is the recommended package for investment managers and asset owners looking to implement the Standards and comply. It includes the three-level GIPS Compliance Mastery Program as well as essential implementation tools, resources, current state diagnostics with recommendation report, and implementation coaching for teams of implementers of investment managers and asset owners.
GIPS Compliance Mastery Program
This is made up of the GIPS Principles Mastery Program and the GIPS Implementation Mastery Program. It is recommended for technical staff of investment managers and asset owners and compliance supervision staff of investment and pensions regulators looking to gain a deep understanding of the Standards to implement and claim compliance.
GIPS Principles Mastery Program
This is the three-level program made up of the Fundamental Principles for GIPS Compliance, Evaluation Principles for GIPS Compliance and Application Principles for GIPS Compliance courses. It is recommended for investment industry professionals, including implementers and staff of regulatory institutions looking to understand the principles of the GIPS Standards. And is also included in the GIPS Compliance Mastery Program
GIPS Implementation Mastery Program
This is a three-part program that addresses the three critical prior to implementation start as covered in the GIPS Implementation Diagnostics Mastey, GIPS Implementation Planning Mastery and GIPS Implementation Policies Mastery Program. It is recommended for implementation teams and is also included in the GIPS Compliance Mastery Program
Composite Insider Membership Platform
This 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 around 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 and a discount on our add-on programs.
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 standards. 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.
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.
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 mastery programs and courses. It is a core part of our Insider Pro premium membership subscription for those that complete individual courses on our learning and membership platform and a part of our full mastery programs.
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. Available as part of our Insider Pro premium membership for now when it starts in October 2022.
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 and available with a free account on the Composite Insider.
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.
Smart Summaries & Other Resources
Our Composite Insider Platform also has 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.
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 - We've got you covered!