GIPS Update: New Guidance and Implications of Future Effective Dates

From the GIPS Standards Annual 2007 Conference

In this webcast, Neil E. Riddles, CFA, CIPM, and Karyn D. Vincent, CFA, CIPM, discuss the following:
  • Review of the Record Keeping Guidance Statement;
  • Implications of future effective dates: Carve-outs, valuation frequency; and
  • What lies ahead.

This webcast comprises a 41-minute presentation and an 18-minute question-and-answer session.


Photo of Neil E. Riddles, CFA, CIPM

Neil E. Riddles, CFA, CIPM, is chief operating officer at Hansberger Global Investors, Inc., where he oversees performance measurement, portfolio accounting, and other operational areas. Previously, he served as senior vice president and director of performance analysis at Templeton Global Investors. Mr. Riddles is chair of the North American Investment Performance Committee and serves on the Certificate in Investment Performance Measurement (formerly CGIPS) Advisory Council and the advisory board of the Journal of Performance Measurement. Mr. Riddles holds an MBA from Iona College.

Photo of Karyn D. Vincent, CFA, CIPM

Karyn D. Vincent, CFA, CIPM, is founder of Vincent Performance Services LLC, which provides GIPS® consulting and verification services. Previously, she served as the global practice leader for investment performance services at PricewaterhouseCoopers. Ms. Vincent serves on the GIPS Executive Committee (EC), chairs the Interpretations Subcommittee of the GIPS EC, and is a member of the Certificate in Investment Performance Measurement (formerly CGIPS) Advisory Council. From 2002 to 2006, she chaired the AIMR-PPS® Implementation Committee and the Verification Subcommittee of the Investment Performance Council. Ms. Vincent holds a BS in accounting from the University of Massachusetts at Dartmouth.

This information is accurate as of the date of recording.



  • Performance Measurement and Evaluation
  • Standards, Ethics, and Regulations

Price (USD)

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


Length: 59min
Posted: 11/12/2007
Recorded On: 9/27/2007
CE Credits: 1 CE, 1 SER
  • Video Webcast
  • Audio Webcast