Passed event: 26th Annual GIPS Standards Conference, 25.-26.10.2022

Members and non-members event

date & time & location

25.-26.10.2022 8:00am 5:30 pm ET Boston Park Plaza

Join the premier event for performance, investment, and compliance professionals from both investment management firms and asset owners to learn about the newest developments with the Global Investment Performance Standards (GIPS®). This year’s conference will feature sessions on model portfolio providers, the SEC Marketing Rule, and ESG data challenges. Join CFA Institute at the Boston Park Plaza to hear from industry experts and network with industry colleagues.

If you are unable to travel to Boston CFA Institute will be offering a digital content package. The digital content package will consist of select recordings from our live sessions along with additional content from CFA Institute and our sponsors. It will be accessible following our event starting 2 November and is included with in-person registration

Registration is now open for both our in-person conference and digital content package.

  • USD 1495 CFA Institute Members, Charterholders, and Candidates

  • USD 1995 Non-Members

    An early registration discount of USD 100 off will be available until 23 September for in-person registration only.

  • USD 449 Digital Content Package Available 2 November – 2 December

 
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Passed event: October Networking Event, 26.10.2022

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Pssed event: Collaborative WIM: Undiversified: The Big Gender Short in Investment Management, 18.10.2022