Implications for 2010 Effective Dates

From the 2009 European GIPS Standards Conference

In this webcast, Carl Bacon, CIPM, and Brian Chapman discuss the following:
  • The impact on firms of the requirement to value portfolios at the time of large cash flows
  • The new Error Correction Guidance Statement
  • Practical tips on how to prepare for these changes

This webcast comprises a 31-minute presentation and a 6-minute question-and-answer session.

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Photo of Carl R. Bacon, CIPM

Carl R. Bacon, CIPM, is chairman of StatPro Group plc and runs his own consultancy business providing advice on risk and performance measurement issues. Previously, he was director of risk control and performance at Foreign & Colonial Management and vice president head of performance (Europe) for JP Morgan Investment Management. Mr. Bacon is a founding member of both the Investment Performance Council and the GIPS Committee as well as a member of both the UK Investment Performance Committee and the Advisory Board of The Journal of Performance Measurement. He is the author of Practical Performance Measurement & Attribution and editor of Advanced Portfolio Attribution Analysis. Mr. Bacon holds a BSc in mathematics from Manchester University.

Photo of Brian Chapman

Brian Chapman is a director of the U.K. financial risk management practice at KPMG. Previously, he was head of performance for an international asset management company. Mr. Chapman has had an active role in the development of the GIPS standards and was responsible for one of the first AIMR-PPS compliance projects in the United Kingdom. He has been directly involved in verification projects in 28 countries, including the first verifications in China and Dubai, and is currently a member of the Verification/Practitioner Subcommittee of the GIPS Executive Committee and a member of the U.K. Investment Performance Committee (the GIPS Country Sponsor of the United Kingdom). He holds a BSc in astrophysics from London University.

This information is accurate as of the date of recording.



  • Standards, Ethics, and Regulations

Price (USD)

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


Length: 37min
Posted: 3/24/2009
Recorded On: 2/12/2009
CE Credits: 0.5 CE, 0.5 SER
  • Audio Webcast