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Webinar I GIPS from the asset owner perspective: An overview for Australian superannuation funds
Date: Wednesday, 7 October
Time: 12:00pm - 1:00pm AEDT
Venue: Online via Zoom
The Global Investment Performance Standards (GIPS) were originally developed for asset managers but are increasingly relevant to asset owners. This session explores GIPS from an Australian superannuation fund perspective, particularly amid heightened regulatory scrutiny, the Your Future Your Super performance test and evolving governance expectations.
Amy Bourdeau will provide a practical GIPS overview, covering Total Fund reporting, return methodologies, valuation and fair value, GIPS Asset Owner Reports and verification. A worked example will demonstrate how these concepts apply in practice.
Ethics is woven throughout, highlighting how fair, consistent and transparent performance reporting supports good governance, professional integrity and stakeholder trust.
Key takeaways
- Understand why GIPS matters for asset owners and its relevance to Australian super funds.
- Gain an overview of key GIPS reporting and implementation considerations.
- Explore the ethical and governance principles that support transparent and trustworthy performance reporting.
Speaker: Amy Bourdeau, Partner at Blueprint GRC
Host: Nidal Danoun, Executive Director at Prosperity Financial Services (PFS Consultancy)
Cost:
- Free for CFA Society Australia members and CFA Program candidates
- $15 for non-members / industry professionals
Interested in membership? Explore membership options here.
Amy Bourdeau
The Global Passport Program allows members of participating CFA Institute Societies to attend other societies’ events at the local member price.
CFA Society Australia has determined that this program qualifies for PL credit hour(s) under the guidelines of the CFA Institute Professional Learning program. If you are a CFA Institute member, PL credit for attending this session will be automatically recorded in your PL tracking tool.
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