The Private Equity Managers Path to Compliance with the Global Investment Performance Standards


Regulators continue to push for greater standardization and transparency in performance reporting and marketing of private funds. The SEC's recent revisions to the Marketing Rule and the proposed private fund rule changes impact most GPs directly. Meanwhile, recent FINRA guidance about calculating and presenting IRRs applies to the placement agents and bank platforms often utilized in the fundraising process, which ultimately are pushed down to the GPs as well.

A common denominator in each of these is a reference to, or reliance upon, the Global Investment Performance Standards (GIPS®) to provide the underlying performance methodology framework. These standards are well positioned to assist private fund managers with establishing a framework for calculating and presenting performance results to meet these increased demands. Join us December 14th when we will outline how GIPS compliance can help your firm meet increased scrutiny around the presentation of performance.

Discussion topics

  • Comparison of recent regulatory performance reporting requirements vs. GIPS standards requirements
  • Explanation of FINRA requirement for “GIPS consistent methodologies & metrics”
  • Dispelling of myths that GIPS standards don't apply to private funds
  • Overview of the fundamentals of GIPS compliance for private funds

Download our white paper

Our white paper provides in-depth information about how private equity managers can benefit from and claim compliance with the GIPS standards. It is a great accompaniment to the information that will be provided in this webcast. Download now