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2019

Breakout Sessions - Investment Performance – Benchmarks, Models, and GIPS®

Wednesday, May 8, 2019 3:45 PM - 4:45 PM

Speaker

Michael Beck, CFP®, CAIA, CIPM

Vice President of Performance Measurement
THE GLENMEDE TRUST COMPANY
Philadelphia, Pennsylvania

Speaker Bio

Session Description

In this session, Mike will discuss and attendees will learn:

  •  Correct benchmark assignment and presentation along with common issues around benchmarking. 
  • What can be shown for theoretical performance models versus real live accounts?T
  • he Global Investment Performance Standards and the benefits to comply with them.
  • When the returns go wrong and how to spot them.

Session Material

Investment Performance – Benchmarks, Models, and GIPS®