Global Investment Performance Standards
Achieving Global Best Practice in Investment Performance Measurement, Compliance and Reporting
About this course
In an increasingly competitive and transparent investment management environment, investors, regulators, asset managers, pension funds, sovereign wealth funds, insurance companies, and investment consultants demand accurate, ethical, and consistent performance reporting. The Global Investment Performance Standards (GIPS) provide a globally recognised framework for calculating, presenting, and reporting investment performance, enhancing credibility, comparability, and investor confidence.
The Seya Capital Global Investment Performance Standards (GIPS) Programme equips participants with the knowledge, practical skills, and implementation tools necessary to understand, apply, and maintain compliance with the GIPS Standards. Participants will gain a comprehensive understanding of performance measurement methodologies, composite construction, valuation principles, disclosures, verification processes, and reporting requirements.
The programme combines international best practices in investment performance measurement, ethics, governance, compliance, and reporting to enable organisations to strengthen transparency, improve investor relations, and align with global industry standards.
Dates, venues & fees
| Dates | Venue | Format | Fee | |
|---|---|---|---|---|
| 2 – 6 Aug 2027 | Nairobi, Kenya | 5 days | US$ 2,100 | Register |
| 9 – 20 Aug 2027 | Arusha, Tanzania | 2 weeks | US$ 3,780 | Register |
| 16 – 20 Aug 2027 | Arusha, Tanzania | 5 days | US$ 2,100 | Register |
Fees are per delegate and exclude travel and accommodation. Every course is also available as in-house training on dates that suit you.
What you will learn
- Fundamentals and principles of GIPS Standards
- Investment performance measurement methodologies
- Composite construction and management
- Performance calculation techniques
- Valuation requirements and fair value principles
- GIPS compliance requirements
- Performance reporting and disclosures
- GIPS verification processes
- Risk measurement and performance attribution
- Governance and regulatory considerations
- Participants will explore practical applications including:
- Investment Performance Calculations
- Composite Design and Construction
- Portfolio Valuation Exercises
- Performance Attribution Analysis
- Benchmark Selection Frameworks
- GIPS Compliance Gap Assessments
- Disclosure Statement Development
- Verification Readiness Reviews
- Compliance Framework Development
- Performance Reporting Design
- Governance Framework Implementation
- Investor Reporting Best Practices
By the end of the course
By the end of this programme, participants will be able to:
- Understand the purpose, structure, and principles of GIPS Standards
- Apply performance measurement methodologies accurately
- Construct and maintain investment composites
- Implement GIPS-compliant performance reporting frameworks
- Develop effective disclosure and reporting practices
- Evaluate portfolio valuation requirements and fair value methodologies
- Manage compliance risks related to performance reporting
- Prepare organisations for GIPS verification exercises
- Enhance transparency and investor confidence through standardised reporting
- Align investment management practices with international best standards
Designed for
- Investment Managers
- Portfolio Managers
- Asset Management Professionals
- Investment Analysts
- Performance Measurement Specialists
- Investment Operations Personnel
- Chief Investment Officers
- Fund Managers
- Pension Fund Professionals
- Wealth Management Professionals
- Compliance Officers
- Risk Management Professionals
- Internal Auditors
- Financial Regulators
- Investment Consultants
- Fund Administrators
- Custodians and Trustees
Course outline
Day 1: Introduction to Global Investment Performance Standards (GIPS)+
- Evolution and Purpose of GIPS Standards
- Key Principles and Objectives of GIPS
- Benefits of GIPS Compliance
- Global Adoption of GIPS Standards
- Ethical Foundations of Performance Reporting
- Regulatory and Industry Expectations
- Structure of the GIPS Framework
Day 2: Performance Measurement Fundamentals+
- Principles of Investment Performance Measurement
- Time-Weighted Rate of Return (TWRR)
- Money-Weighted Rate of Return (MWRR)
- Portfolio Return Calculations
- Benchmark Selection and Application
- Performance Data Requirements
- Performance Measurement Challenges
Day 3: Portfolio Valuation and Fair Value Principles+
- Portfolio Valuation Requirements
- Fair Value Hierarchy
- Valuation Methodologies
- Treatment of Illiquid Assets
- Valuation Controls and Governance
- Frequency of Valuation
- Documentation Requirements
Day 4: Composite Construction and Management+
- Principles of Composite Construction
- Defining Investment Strategies
- Inclusion and Exclusion Criteria
- Composite Maintenance Requirements
- Managing Portfolio Transfers
- Composite Error Correction Procedures
- Composite Governance Frameworks
Day 5: GIPS Compliance Requirements+
- Understanding Compliance Statements
- Required Policies and Procedures
- Firm Definition Requirements
- Compliance Monitoring Frameworks
- Error Identification and Correction
- Maintaining Ongoing Compliance
- Best Practices in Compliance Management
Day 6: Performance Reporting and Disclosures+
- GIPS Reporting Requirements
- Required Disclosures
- Presentation Standards
- Reporting to Prospective Clients
- Marketing and Performance Communications
- Performance Record Presentation
- Transparency and Disclosure Best Practices
Day 7: Risk Measurement and Performance Attribution+
- Principles of Risk Measurement
- Risk-Adjusted Performance Metrics
- Performance Attribution Analysis
- Sources of Portfolio Returns
- Benchmark Attribution Techniques
- Risk Reporting Frameworks
- Communicating Investment Performance
Day 8: Verification and Assurance Processes+
- GIPS Verification Principles
- Role of Independent Verifiers
- Verification Requirements
- Internal Readiness Assessments
- Verification Documentation
- Managing Verification Engagements
- Common Verification Findings
Day 9: Governance, Controls and Regulatory Considerations+
- Governance Frameworks for GIPS Compliance
- Internal Controls and Oversight
- Compliance Monitoring Structures
- Regulatory Expectations
- Audit and Assurance Considerations
- Managing Compliance Risks
- Building a Culture of Transparency
Day 10: Implementing GIPS Across the Organisation+
- GIPS Implementation Roadmap
- Change Management Strategies
- Building Effective Reporting Systems
- Technology and Data Management Requirements
- Stakeholder Communication Strategies
- Continuous Improvement Frameworks
- Preparing an Organisational Action Plan
- Programme Review and Knowledge Integration
How you will learn
This highly interactive programme combines:
Expert-led technical presentations
Investment performance case studies
Performance calculation exercises
Composite construction workshops
GIPS compliance assessments
Group discussions and practical applications
Performance reporting simulations
Verification readiness exercises
Participants will gain practical experience in investment performance calculations, compliance implementation, reporting structures, composite management, and verification preparation.
The return on learning
For your organisation
- Enhance credibility of investment performance reporting
- Improve investor confidence and transparency
- Strengthen compliance with international standards
- Improve governance and accountability
- Enhance marketing and investor communication efforts
- Reduce performance reporting risks
- Strengthen portfolio performance management processes
- Improve consistency in reporting methodologies
- Support global competitiveness and institutional reputation
- Facilitate successful GIPS verification engagements
For you
- Develop advanced performance measurement expertise
- Improve investment reporting capabilities
- Strengthen compliance and governance competencies
- Enhance analytical and portfolio evaluation skills
- Improve confidence in applying GIPS Standards
- Gain practical experience in performance calculations
- Strengthen professional credibility in investment management
- Advance career opportunities in asset management and investment operations
Seya Capital certificate
Upon successful completion of the programme, participants will be awarded the prestigious:
Seya Capital Certificate in Global Investment Performance Standards (GIPS)
Recognising professional competence in:
Training designed around your organisation
Every course can be delivered privately for your institution, at your premises or a venue of your choice, with case studies and content adapted to your sector and regulatory environment.