On-Demand Webinar

Simplifying the last mile of GIPS® reporting

The final stage of GIPS® reporting can be the most complex — managing large volumes of data, complex composite rules, and multiple downstream requirements beyond verification.

Watch our practical discussion on how firms are simplifying the “last mile” of GIPS reporting through cloud-based technology, automation, and scalable data workflows. The panel will share real-world perspectives on coping with the challenges of more complexity, higher volumes and new reporting requirements.

Key topics include:

  • Managing GIPS at scale across accounts and composites
  • Flexible, rule-based composite definitions
  • Streamlining data flows to verifiers, consultants, and marketing teams
  • Reducing time and effort in the GIPS audit process
  • Automating the last step of GIPS reporting

Moderator

Nico Coetzee

Panelist

Patrick Trencansky

Panelist

Carolyn Kennedy

Panelist

Julia Reyes

Nico Coetzee
VP, Head of Sales, North America
Confluence

Patrick Trencansky, CIPM, MBA, FDP
Vice President, Investment Performance
First Eagle Investments 

Carolyn Kennedy, CIPM
Head of Performance
Allspring Global Investments

Julia Reyes, CIPM
Partner
ACA Group