Pideya Learning Academy

Global Investment Performance Standards Overview

Upcoming Schedules

  • Live Online Training
  • Classroom Training

Date Venue Duration Fee (USD)
06 Jan - 10 Jan 2025 Live Online 5 Day 2750
17 Mar - 21 Mar 2025 Live Online 5 Day 2750
05 May - 09 May 2025 Live Online 5 Day 2750
16 Jun - 20 Jun 2025 Live Online 5 Day 2750
14 Jul - 18 Jul 2025 Live Online 5 Day 2750
25 Aug - 29 Aug 2025 Live Online 5 Day 2750
10 Nov - 14 Nov 2025 Live Online 5 Day 2750
15 Dec - 19 Dec 2025 Live Online 5 Day 2750

Course Overview

The Global Investment Performance Standards (GIPS) are a globally recognized set of ethical principles and guidelines aimed at standardizing the reporting of investment performance. Developed by the CFA Institute, these standards ensure consistency, transparency, and comparability in performance reporting, making them indispensable for asset managers, verifiers, and institutional investors. In a rapidly evolving financial landscape, compliance with GIPS has become a hallmark of professionalism, integrity, and investor trust.
As of recent industry statistics, over 1,700 firms worldwide comply with GIPS, covering more than $105 trillion in assets under management (AUM). Notably, a significant portion of global investors—approximately 84% of institutional clients—prioritize firms adhering to GIPS when making investment decisions. These compelling figures underline the critical importance of understanding and implementing GIPS to remain competitive and credible in today’s market.
The Global Investment Performance Standards Overview training course by Pideya Learning Academy is meticulously designed to empower financial professionals with the knowledge and skills required to navigate the complexities of GIPS. This course delves into the origins, evolution, and practical application of GIPS, offering participants a clear pathway to enhance their organizations’ compliance practices and strategic positioning.
Key highlights of this course include:
Comprehensive Insight into GIPS Evolution and Principles: Participants will gain an in-depth understanding of the historical development, ethical foundations, and core objectives of GIPS.
Strategic Benefits for Stakeholders: The course emphasizes how GIPS compliance enhances credibility, fosters investor trust, and supports sustainable growth for asset managers and investment firms.
Real-World Case Studies: Illustrative examples and scenarios provide participants with a contextualized understanding of GIPS applications in diverse professional settings.
Alignment with Global Standards: The program equips attendees to implement internationally recognized best practices in performance reporting and compliance.
Enhanced Investor Relations: By understanding GIPS, professionals can better communicate performance results, build investor confidence, and attract global clients.
Practical Tools for Implementation: The course offers structured approaches to identify and address compliance gaps within existing organizational frameworks.
Leadership in Compliance Management: Participants are prepared to assume pivotal roles in ensuring adherence to GIPS, driving ethical practices, and fostering transparency.
At Pideya Learning Academy, we understand that adhering to GIPS is more than a regulatory requirement; it is a strategic advantage in today’s interconnected markets. This course provides participants with the tools and knowledge to confidently navigate GIPS compliance, mitigate risks, and unlock new investment opportunities.
The training is ideal for professionals in investment management, financial advisory, compliance, and regulatory roles. It also benefits asset owners, verifiers, and aspiring leaders in performance reporting and international business development. By completing this program, attendees will be better equipped to drive ethical practices and enhance organizational resilience in a competitive global economy.
The program’s relevance is further heightened by the shift in global regulations, where investors and stakeholders demand higher transparency and ethical accountability. As financial markets become more integrated, firms adhering to GIPS standards are better positioned to expand their global footprint, build robust investor relationships, and deliver consistent value.
Through a thoughtfully structured curriculum, the Global Investment Performance Standards Overview training ensures participants gain actionable insights that can be immediately applied to their roles. This transformative experience with Pideya Learning Academy is not only an investment in professional development but also a commitment to fostering a culture of excellence, transparency, and sustainable growth.

Key Takeaways:

  • Comprehensive Insight into GIPS Evolution and Principles: Participants will gain an in-depth understanding of the historical development, ethical foundations, and core objectives of GIPS.
  • Strategic Benefits for Stakeholders: The course emphasizes how GIPS compliance enhances credibility, fosters investor trust, and supports sustainable growth for asset managers and investment firms.
  • Real-World Case Studies: Illustrative examples and scenarios provide participants with a contextualized understanding of GIPS applications in diverse professional settings.
  • Alignment with Global Standards: The program equips attendees to implement internationally recognized best practices in performance reporting and compliance.
  • Enhanced Investor Relations: By understanding GIPS, professionals can better communicate performance results, build investor confidence, and attract global clients.
  • Practical Tools for Implementation: The course offers structured approaches to identify and address compliance gaps within existing organizational frameworks.
  • Leadership in Compliance Management: Participants are prepared to assume pivotal roles in ensuring adherence to GIPS, driving ethical practices, and fostering transparency.
  • Comprehensive Insight into GIPS Evolution and Principles: Participants will gain an in-depth understanding of the historical development, ethical foundations, and core objectives of GIPS.
  • Strategic Benefits for Stakeholders: The course emphasizes how GIPS compliance enhances credibility, fosters investor trust, and supports sustainable growth for asset managers and investment firms.
  • Real-World Case Studies: Illustrative examples and scenarios provide participants with a contextualized understanding of GIPS applications in diverse professional settings.
  • Alignment with Global Standards: The program equips attendees to implement internationally recognized best practices in performance reporting and compliance.
  • Enhanced Investor Relations: By understanding GIPS, professionals can better communicate performance results, build investor confidence, and attract global clients.
  • Practical Tools for Implementation: The course offers structured approaches to identify and address compliance gaps within existing organizational frameworks.
  • Leadership in Compliance Management: Participants are prepared to assume pivotal roles in ensuring adherence to GIPS, driving ethical practices, and fostering transparency.

Course Objectives

The Global Investment Performance Standards (GIPS) training course by Pideya Learning Academy aims to empower professionals with the following:
Comprehensive understanding of GIPS and their relevance in the investment management industry.
Ability to train colleagues and teams on critical aspects of GIPS compliance and best practices.
Skills to perform compliance-related roles effectively as asset owners, verifiers, or investment managers.
Capacity to evaluate existing organizational practices for alignment with GIPS and recommend improvements.
Awareness to leverage GIPS compliance as a strategic advantage to attract investors and expand business.
Insight to anticipate and mitigate challenges associated with GIPS implementation and maintenance.
Proficiency to assume leadership roles in international business development and compliance management.
Enhanced career prospects through expertise in GIPS and related domains.

Personal Benefits

Participants in this course will gain:
In-depth knowledge of GIPS and their application.
Confidence to train others and contribute to organizational compliance efforts.
Skills to identify and address compliance gaps.
Better career opportunities in investment management and compliance roles.
Expertise to support organizations in achieving international business growth.

Organisational Benefits

Organizations that sponsor professionals for this GIPS training course will gain the following advantages:
Enhanced compliance with GIPS, improving transparency and ethical practices.
Regular internal training sessions led by certified professionals.
Streamlined systems and processes aligned with GIPS requirements.
Increased trust from investors and stakeholders due to improved reporting standards.
Stronger financial performance and sustained growth through ethical investment practices.
Improved risk management and mitigation strategies.
Opportunities for global business expansion due to adherence to international standards.

Who Should Attend

This course is ideal for:
Executives and managers in investment management firms.
Financial advisors and compliance professionals.
Asset owners and verifiers.
Potential investors seeking informed decision-making capabilities.
Any professional interested in gaining expertise in GIPS compliance.
By partnering with Pideya Learning Academy, participants and organizations can ensure a robust understanding of GIPS, fostering a culture of transparency, ethical practices, and sustainable growth.
Course

Course Outline

Module 1: Fundamentals of Global Investment Performance Standards (GIPS)
Historical Evolution of GIPS Definition and Scope Governance and Oversight Mechanisms Objectives, Principles, and Ethical Foundations
Module 2: Strategic Benefits of GIPS Compliance for Asset Owners
Commitment to Transparency and Performance Comparability Adoption of Global Best Practices in Performance Valuation Implementation of Robust Investment Performance Policies Uniform Standards for External Investment Manager Selection
Module 3: Compliance Advantages for Verification Entities
Consolidated Guidelines for Verification Practices Revised Language in Verification Reports Verification Planning Frameworks and Protocols Testing Procedures and Documentation Standards
Module 4: Impact of GIPS Compliance on Investment Firms
Building Investor Confidence and Trust Standardized Performance Reporting and Comparability Promotion of Ethical Practices in Competitive Markets Expanding Global Business Opportunities
Module 5: Technical Framework of GIPS Compliance for Firms
Core Compliance Requirements Input Data and Calculation Methodologies Maintenance of Composites and Pooled Funds Reporting Standards: Composite Time-Weighted Returns Composite Money-Weighted Returns Pooled Fund Time-Weighted Returns Pooled Fund Money-Weighted Returns Compliance with GIPS Advertising Guidelines
Module 6: Comparative Analysis of GIPS 2010 and GIPS 2020
Distinctions in Reporting for Composite vs. Pooled Funds Emphasis on Portfolio Structure Over Asset Class Focus Enhanced Flexibility in Money-Weighted vs. Time-Weighted Returns Allocation of Cash for Carved-Out Performance Expanded Options for GIPS Advertising Compliance
Module 7: Lifecycle of GIPS Verification
Verification Planning and Scoping Execution of Testing Protocols Completion of Testing Procedures and Documentation Management Representation and Confirmation Letters Drafting and Finalizing GIPS Verification Reports
Module 8: Detailed Verification Procedures
Review of Organizational Policies and Procedures Evaluation of Valuation and Performance Calculation Processes Analysis of Firm Definition and Assets Under Management Validation of Asset Existence and Ownership Records Assessment of Composite Membership, Benchmarks, and Presentations Verification of Composite Description Listings
Module 9: Navigating Complex GIPS Topics
Definition and Classification of Discretionary Accounts Establishing Minimum Account Size Parameters Addressing Significant Cash Flows and Their Impact Effective Composite Construction Strategies Verification Challenges and Resolutions Interpretation of Standard Deviation Metrics Compliance with GIPS Advertising Requirements
Module 10: Advanced Reporting and Disclosure Requirements
Disclosure of Calculation Methodologies Presentation of Benchmark Comparisons Reporting of Net-of-Fees vs. Gross-of-Fees Performance Incorporating Risk Metrics in Performance Reports Updates on Disclosure Guidelines for Specific Asset Classes
Module 11: Application of GIPS in Portfolio Management
Integrating GIPS in Asset Allocation Strategies Monitoring Performance Metrics Against GIPS Standards Aligning Risk Management with GIPS Compliance Practical Insights from Real-World GIPS Implementation
Module 12: Future Trends and Evolving Standards in GIPS
Emerging Trends in Investment Performance Reporting Technology Integration in Compliance Processes Adapting to Regulatory Changes in Global Markets Anticipating Updates in GIPS Guidelines

Have Any Question?

We’re here to help! Reach out to us for any inquiries about our courses, training programs, or enrollment details. Our team is ready to assist you every step of the way.