MODULE 1 – INVESTMENT MANAGEMENT & GIPS
This module equips participants to outline the purpose and processes of the investment management function and demonstrates the need for the GIPS in addressing challenges within the performance evaluation step, a critical part of the process.
MODULE 2 – OBJECTIVES & GUIDING PRINCIPLES OF GIPS
In this second module, participants will set out the objectives for the establishment of the GIPS and its key guiding principles, benefits and features.
MODULE 3 – PROCESSES FOR FORMULATION, ADOPTION AND COMPLIANCE
In the third module, participants will identify the stakeholders in the standards formulation, adoption and compliance processes and their roles, as well as outline the key steps in the standards formulation, adoption and compliance processes and the importance of each step.
MODULE 4 – FORMATS, STRUCTURE & PRINCIPLES OF GIPS
Participants will identify the various formats in which the standards come in, the structure of the standards and outline the role of each provision in addressing key challenges in the investment performance calculation and presentation aspects of the performance evaluation process.
MODULE 5 – EVALUATING & INTERPRETING COMPLIANT PRESENTATIONS
In this fifth module, participants will be equipped with the skills to review and interpret key information contained in a typical compliant presentation and identify errors and omissions in such presentations and the impact of such errors on the quality of the affected presentation.
MODULE 6 – INTRODUCTION TO GIPS 2020
This last module outlines key proposed initiatives to be expected in the next major review of the GIPS, scheduled to be operational in the year 2020