Global Investment Performance Standards (GIPS)
Monday, February 23, 2026
Category:Banking, Investment & Insurance
3
Days
Dubai
9:00am – 4:00pm
Introduction
The Global Investment Performance Standards (GIPS) are a set of voluntary standards used by investment managers throughout the world to ensure the full disclosure and fair representation of their investment performance. Compliance with GIPS is increasingly becoming a prerequisite for firms to compete in the global asset management industry, as it provides investors with the ability to compare performance across firms.
This Solid State Training course will provide you with a deep understanding of the GIPS standards and how to implement them within your organisation. You will learn the technical details of return calculation, composite construction, and disclosure requirements, ensuring your firm meets global best practices.
Objectives
The key objective of this GIPS training course is to empower professionals to—
- understand the history, purpose, and key provisions of the GIPS standards
- apply the GIPS standards to calculate and present investment performance
- construct and maintain composites in compliance with GIPS
- implement internal controls and processes to ensure GIPS compliance
- prepare for and manage the GIPS verification process
- interpret and explain GIPS-compliant performance reports to clients and prospects
- stay updated with the latest changes and guidance from the CFA Institute regarding GIPS
- enhance the credibility and marketability of their investment firm
Training Methodology
Solid State Training employs a blend of theoretical instruction and practical application. The course is led by experts with deep knowledge of GIPS and investment performance. Participants will engage in calculation exercises, case study analysis of GIPS reports, and discussions on interpretation challenges. This training follows the Do–Review–Learn–Apply Model.
Organizational Impact
Organisations whose professionals undertake this GIPS training course will benefit in the following ways:
- Enhanced credibility and trust with clients and prospects
- Ability to compete for mandates globally
- Improved internal controls and risk management regarding performance reporting
- Standardised and transparent performance calculation processes
- Readiness for third-party verification
- Alignment with global industry best practices
Personal Impact
Professionals opting for this training course will benefit in the following ways:
- Expertise in a globally recognised investment standard
- Enhanced technical skills in performance measurement
- Ability to lead GIPS implementation and maintenance projects
- Greater career opportunities in performance analysis and compliance
- Confidence to discuss performance results with sophistication
- Network with other investment performance professionals
Investment performance analysts and managers, Compliance officers and risk managers in investment firms, Portfolio managers and client relationship managers, Marketing and business development professionals in asset management, Internal and external auditors conducting GIPS verification, Operations staff involved in performance measurement and reporting, Any other professional interested in investment performance standards.
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