Enhance your understanding of ethical standards governing the calculation and presentation of investment performance. In this comprehensive course, participants will delve into the principles of fair representation and full disclosure that underpin the GIPS Standards. The GIPS Standards are ethical standards for calculating and presenting investment performance based on the principles of fair representation and full disclosure. These voluntary industry standards are designed to foster transparency and global comparability in an environment where regulatory landscapes vary across jurisdictions.

The GIPS standards are developed, maintained, and promoted through the collaboration of individual volunteers from the investment community, CFA Institute, and GIPS Standards Sponsors in over 40 markets.

IMAS is the Singapore Country Sponsor for the GIPS Standards, and we are responsible for promoting and furthering the progress of the GIPS standards in Singapore. IMAS strongly encourages all its members to comply with the GIPS standards and perform verification.

LEARNING OUTCOMES

• Understand the objectives underlying the GIPS Standards
• Be cognizant of the ethical framework and key principles of the GIPS Standards
• Understand the benefits of compliance and verification
• Obtain an overview of the application of GIPS Standards in the context of Singapore regulations
• Explore illustrative examples and use cases of the GIPS Standards

COURSE OUTLINE

1. Introduction
2. Objectives
3. Ethic Framework behind the GIPS Standards
4. Key Principles of the GIPS Standards
5. Benefits of Compliance & of Verification
6. GIPS Standards in the Singapore Context
7. Common Challenges
8. Best Practices & Practical Tips
9. Assessment A: Case Study
10. Assessment B: Quiz

ASSESSMENT

There will be two Multiple Choice Questionnaire (MCQ) assessments made available to students after completion of the training module.

Both Assessment A: Case Study and Assessment B: Quiz will have 5 questions each. There will be a total of 10 questions and students are required to obtain the minimum passing grade of 70% for both assessments before they are deemed to have completed the training.

FEE*

IMAS Member: $140 per individual
Non-IMAS Member: $150 per individual

*FTS-Eligible

This 1-hour module is accredited by IBF as a Core SFA CPD course and eligible for Financial Training Scheme (FTS) funding support.

Please note that in no way does this represent an endorsement of the quality of the training provider and programme. Participants are advised to assess the suitability of the programme and its relevance to participants’ business activities or job roles.

The FTS is available to eligible entities based on the prevalent funding eligibility, quantum and caps. FTS claims may only be made for recognised programmes with specified validity period. Please refer to www.ibf.org.sg for more information.