GIPS® Compliance: Practicalities & Pitfalls

From the GIPS® Standards Annual Conference: Best Practices for the North American Marketplace

In this webcast presentation, Ann F. Putallaz discusses:

  • Essential policies for compliance.
  • Challenges involved in applying the Standards.
  • Implementation: beyond the manual.

Speaker

Photo of Ann F. Putallaz

Ann F. Putallaz is director of data and communication services at Munder Capital Management, where she leads the team that generates performance and competitive analysis data and handles requests for proposals and questionnaire responses. Previously, she directed client and marketing services at Woodbridge Capital Management, an investment subsidiary of Comerica Bank, and served on the economics faculty at the University of Michigan. Dr. Putallaz serves on the advisory board of the Journal of Performance Measurement. She holds a BA in economics from Smith College and an MA and a PhD in economics from the University of Michigan.

This information is accurate as of the date of recording.

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Topic

  • Performance Measurement and Evaluation

Details

Length: 42min
Posted: 10/25/2006
Recorded On: 9/27/2006
CE Credits: 1 CE, 1 SER
Formats:
  • Video Webcast
  • Audio Webcast

Price (USD)

Members: FREE
CFA Program Candidates: FREE
Standard Rate: FREE