IMAS Training: Investment Performance Standards: A time of transition

IMAS Training: Investment Performance Standards: A time of transition

7 Sep 2005

Dear Members

IMAS has officially been endorsed by the Investment Performance Council of the CFA Institute as the local sponsor of the Global Investment Performances Standards (GIPS) in Singapore. Joining the ranks of key financial centres such as the United States, London, Sydney, Japan and Hong Kong, Singapore-based fund managers claiming compliance with GIPS will now be able to be assessed on a common platform globally.

IMAS would like to invite you to our training session on “Investment Performance Standards: A Time of Transition” by Justin Ong, Partner, Leader – Wealth Management Practice, PricewaterhouseCoopers Singapore and Jerome Chung, Senior Manager – Investment Management Industry Group, PricewaterhouseCoopers Hong Kong.

Details as follows:
Date : Wednesday, 7th September 2005
Time : 12.15 – 2.00pm, Lunch will be served
Venue : SGX Auditorium, 2 Shenton Way,  SGX Centre 1, Level 2, Singapore 068804
Cost : $21 members, $31.50 members of affiliated associations, $52.50 non members (rates inclusive of GST)

Interested participants, please indicate your interest via by 5th September 2005.

This session will seek to provide a broad overview of the revised GIPS, applicable as of 1 January 2006, and some of the issues which will arise from claiming compliance with GIPS under the revised standards.

The topics covered will include:

  • Revised GIPS – An introduction on the key changes and new technical provisions incorporated
  • Client’s demand for comparability – Global trends in performance measurement
  • 2010 – Mandatory compliance verification, what does it mean for you
  • Compliance with GIPS – Key Concepts and Benefits

Partner, Leader – Wealth Management Practice
PricewaterhouseCoopers Singapore

Justin Ong has more than 14 years of experience, with extensive experience in dealing with specific issues in the investment management industry and sits on the Investment Management Association of Singapore’s Compliance Sub-Committee.

Justin leads the Singapore firm’s practice in AIMR-PPS / GIPS performance measurement and verification work. In this respect, he has spoken at several leading conferences in Singapore and Hong Kong on this subject since 2001.

Senior Manager – Investment Management
Industry Group, PricewaterhouseCoopers Hong Kong

Jerome Chung is a Senior Manager with PricewaterhouseCoopers Hong Kong serving the Investment Management (IM) practice. He has over 8 years of experience within the IM industry and performs performance reviews and verifications for firms seeking compliance with GIPS across Asia Pacific.

Jerome is currently PricewaterhouseCoopers’ lead Senior Manager for the provision of investment performance management services across the Asia Pacific region. He is one of the founding members of the Hong Kong Society of Financial Analysts GIPS Committee, and is currently coordinating with the Committee to bring awareness of GIPS in Hong Kong.

We look forward to seeing you on the 7th September!

Click here for presentation slides.

Best Regards
IMAS Secretariat

Contact Us
3 Phillip Street
Royal Group Building #07-01
Singapore 048693

Tel: +65 6223 9353
Fax: +65 6223 9352