cfa-logo-2
Allocator_Logo_Colour No Background

Effective January 1st 2020, CFA Institute implemented the third modification to the GIPS® standards to empower a more transparent, consistent and comparable reporting on investment returns.

While once an optional component of the investment process for asset managers, the GIPS® standards have since become the leading reporting standard expanding to asset owners and capital allocators across all investor types.

On December 3rd 2020 we had the privilege of hosting Olivier Lebleu, Senior Director, Institutional Relations EMEA and Iain McAra, Director of Investment Performance Standards for EMEA from CFA Institute to discuss how the 2020 GIPS® standards help hedge funds and private equity firms boost investor credibility and confidence to stand out in the crowd and how asset owners can use the standards, to enhance their due diligence processes and manager selection criteria.

In this webinar, we provided insights into:

  • Vehicle-Based Reporting - Firms can present performance in line with how a strategy is being marketed.
  • Carve-Outs with Allocated Cash - Carve-out performance adhering to specific rules to be utilized as a way to represent a new strategy/fund based on, e.g. a vertical within an existing fund.
  • Additional Return Presentation Options - Presentation of time-weighted rates of return (TWR) or money-weighted rates of return (MWR, formerly referred to as internal rates of return, IRR) depending on the control of external cash.

 

Watch the webinar Register

Speakers

Olivier Lebleu

Senior Director, Institutional Relations EMEA at CFA Institute

Olivier has 25 years of investment experience in global asset management across institutional, hedge fund and family office portfolios. He has worked in both the US and UK, most recently as Head of International Business at BrightSphere Investment Group (formerly known as Old Mutual Asset Management) for over seven years, having previously spent 10 years with MFS Investment Management.

Iain McAra

Director of Investment Performance Standards for EMEA at CFA Institute

Iain is responsible for leading CFA Institute activities in the EMEA region related to the GIPS standards, including managing and developing relationships with country sponsors and volunteers. McAra serves as a spokesperson, conducts outreach to industry stakeholders, and provides oversight on regional and technical committees and working groups.

Liam Poole

Chief Operating Officer at Allocator

With more than 10-years of experience in the financial services software and data industry, Liam's primary focus is on managing day-to-day operations across the business for Allocator to ensure that it effectively serves its clients as the leading intelligence platform for institutional investors.

Our Customers

SMBC-01-2
formues-forvaltning-01-2
NOTZ-STUCK-01-2
ANTARTICA-01-2
Kruger
lombard-odier-01-2
voyager-management-01-2
Nikko-01

Who are Allocator

Allocator is a software and data-as-a-service company, providing integrated data management, analytics and workflow solutions to the alternative investments industry. We empower private capital investors to boost efficiency and accuracy by transforming their operations and research processes. Our world-class analytics platform provides allocators easy access to all their investment data in a standardised and consolidated format, allowing them to focus on their core investment activities.