2020 Performance Trends for Alternative Structures

Join ACA’s Shivani Choudhary and PEF Services’ Anne Anquillare as we discuss emerging performance trends and the effects of the 2020 GIPS® standards on alternative managers.

Discussion Topics

  • Results from the ACA and PEF Services survey
  • Regulatory and investor focus on performance
  • How will the 2020 GIPS standards impact alternative managers
  • Key takeaways from the Explanation of Provisions in Section 2 including calculating and presenting money-weighted returns with and without subscriptions lines of credit
  • What trends are expected to play out over the next few years?
  • Has the recent COVID-19 pandemic significantly changed your valuation process?
  • Proposed amendments to the Advertising Rule