Conference / Seminar, Performance & Risk Analytics, Virtual Events & Programming

Case Studies of Gaming Performance

Wednesday, March 3 | 2:00 PM - 3:00 PM

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Cvent Transition Guide

Overview

Do those performance results look too good to be true? Join CFA Society New York for an informative one-hour discussion led by an industry expert, which will tackle the “gaming” of investment performance results and identify ways to recognize potential problems in performance reporting.

The discussion will include how “gaming” investment performance results has been used in the past to artificially improve performance appearance, how it can be detected and how the CFA Institute’s Global Investment Performance Standards (GIPS®) plays a role in mitigating “gaming.” Attendees will learn what to look for when analyzing reported investment performances and explore the best ways to achieve fair, accurate representation of key strategic decisions.

Agenda

2:00 PM | WELCOMING REMARKS

Jed Schneider, CIPM, FRM, SVP, Investment Performance Reporting, Lazard Asset Management


2:05 PM | KEYNOTE SPEAKER

Dr. David Spaulding, DPS, CIPM, Founder & CEO, The Spaulding Group, Inc.


2:45 PM | Q&A


3:00 PM |  CLOSING REMARKS & ADJOURNMENT

Jed Schneider, CIPM, FRM, SVP, Investment Performance Reporting, Lazard Asset Management

Additional Details

Learning Outcomes

  • Understand different ways to present strategy performance
  • Learn how GIPS is designed to ensure fair and representative performance