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Second Annual CFANY GIPS Forum

CFA Society New York 1540 Broadway, New York City, NY, United States

The Global Investment Performance Standards (GIPS) are a set of standardized, industry-wide ethical principles that provide investment management firms with guidance on how to calculate and report investment performance to prospective clients. Investment managers voluntarily choose to abide by the GIPS standards – compliance is not mandated by any law or regulation. For many years, GIPS compliance has been seen as an essential ingredient that can make or break a firm’s marketing efforts in terms of winning new mandates and maintaining institutional clients. To this date, more than 1,200 firms have registered with the CFA Institute as claiming compliance with the GIPS Standards. This event will provide a forum in New York to discuss the most recent developments in the GIPS standards and share views on the challenges and opportunities of their implementation. The Forum will feature GIPS experts from the CFA Institute, GIPS committees, asset owners and asset management firms and will rely on the active participation of the attendees for an exchange of ideas and to identify solutions for current implementation questions.

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Conference, Performance & Risk Analytics, Programs for Members

Brass Tacks: Performance Metrics & Benchmarking in ESG Investing

New York Stock Exchange 11 Wall Street, New York City, United States

This event explores the real-word issue facing institutional investors worldwide - how to evaluate the total performance of sustainable investment strategies. Find out about the latest developments in ESG investment performance measurement and evaluation, and how asset owners are selecting and evaluating ESG managers

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Performance & Risk Analytics, Sustainable Investing

3rd Annual GIPS Forum

CFA Society New York 1540 Broadway, New York City, NY, United States

The Global Investment Performance Standards (GIPS) are a set of standardized, industry-wide ethical principles that provide investment management firms with guidance on how to calculate and report investment performance to prospective clients. Investment managers voluntarily choose to abide by the GIPS standards – compliance is not mandated by any law or regulation. For many years, GIPS compliance has been seen as an essential ingredient that can make or break a firm’s marketing efforts in terms of winning new mandates and maintaining institutional clients. This conference provides a forum in New York to discuss the most recent developments in the GIPS standards and hear from industry experts on how they implement the standards and other performance measurement analyses at their respective firms. The conference will provide attendees to interact with the speakers during breaks and a networking period at the end.

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Performance & Risk Analytics

Risky Business – Managing Risk Today for Tomorrow’s Uncertainty

CFA Society New York 1540 Broadway, New York City, NY, United States

This event will focus on the risk management frameworks for financial services companies. There are multiple layers of risk, several regulatory bodies that define risk, and executives that have their own risk appetite. The purpose of the discussion is to explore how different firms of different sizes identify, measure, monitor, and control risk. This discussion will also highlight the importance of risk to investors and how to navigate investors view of risks versus their own. This event will help members and others gain insight into how different firms define risk and how they go about managing it as part of their day-to-day business. The audience should walk away with an understanding of how/when risk appetite statements are developed, examples of how control environments are managed, what/what kind of Key Risk Indicators are used to monitor risk, and the purpose/importance of risk assessments.

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Business Management, Performance & Risk Analytics

4th Annual Performance and Risk Forum

CFA Society New York 1540 Broadway, New York City, NY, United States

This conference provides a forum in New York to discuss the most recent developments in the GIPS standards (the 2020 GIPS Standards) and hear from industry experts on how they implement the standards and other performance measurement and risk analyses at their respective firms. The conference will provide attendees to interact with the speakers during breaks and a networking period at the end.

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Performance & Risk Analytics

Epidemiology of Volatility Transmission and Regime Change Risk Models

Virtual Only

Most investment and risk models have difficulty reflecting regime changes characterized by market turbulence where asset prices behave in an uncharacteristic fashion, given their historical pattern of behavior. This presentation will demonstrate how Machine Learning uncovers subtle insights about correlated sources of risk that may not be detected by off-the-shelf risk models or fundamental portfolio and security analysis.

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Conference / Seminar, Performance & Risk Analytics, Virtual Events & Programming
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