Gips Day 2025

The Asset Management Association Switzerland, as the official country sponsor for GIPS in Switzerland, invites you to GIPS Day 2025.
This annual event provides updates on the GIPS Standards, shares practical insights, and addresses current developments in performance measurement and reporting. It is an opportunity for professionals to exchange knowledge and discuss best practices in the field.

Part 1 – Knowledge Transfer for GIPS Beginners & Intermediaries
Join us for an engaging session designed specifically for GIPS beginners and intermediaries! This comprehensive introduction covers the fundamentals of GIPS compliance, the institutional framework, performance and risk measurement, and includes a practical example of the GIPS compliance process in daily business operations.

Part 2 – Performance Attribution Today: Developments and Challenges

An insightful session on the latest developments and challenges in performance attribution - this strategic update will feature a special address by Carl Bacon, a renowned authority in performance measurement and attribution and a panel discussion.

This session is recommended for both seasoned GIPS professionals and those new to the standards, providing an opportunity to enhance your understanding and stay updated on key trends.

Schedule

08:45 - 09:00

Registration of participants

09:00 - 09:15

Welcome

Thomas Egger, UBS Switzerland AG, Chairman of the GIPS Expert Group Switzerland
Michel Bossong, Asset Management Association Switzerland

09:15 - 10:15

Fundamentals of GIPS-Compliance / Composite and Pooled Funds Administration

Susanne Klemm, Ernst & Young, Member of the GIPS Expert Group Switzerland, Member of the GIPS Interpretations Subcommittee of CFA Institute

10:15 - 11:15

Input Data

Dimitri Senik, PwC, Member of the GIPS Expert Group Switzerland, Member of the GIPS Technical Committee of CFA Institute

11:15 - 11:30

Coffee Break

11:30 - 12:30

Portfolio and Composite Performance Measurement

Dimitri Senik, PwC, Member of the GIPS Expert Group Switzerland, Member of the GIPS Technical Committee of CFA Institute

12:30 - 13:30

Buffet Lunch

13:30 - 14:30

Composite and Pooled Fund Risk Measurement

Dimitri Senik, PwC, Member of the GIPS Expert Group Switzerland, Member of the GIPS Technical Committee of CFA Institute

14:30 - 14:45

Coffee Break

14:45 - 15:15

Composite and Pooled Funds Reports

Susanne Klemm, Ernst & Young, Member of the GIPS Expert Group Switzerland, Member of the GIPS Interpretations Subcommittee of CFA Institute

15:15 - 15:45

GIPS compliance process / quality assurance

Thomas Egger, UBS Switzerland AG, Chairman of the GIPS Expert Group Switzerland

15:45 - 16:00

Break between Part I and Part II

Registration for Part II

16:00 - 16:05

Welcome Part II

Adrian Schatzmann, Asset Management Association Switzerland

16:05 - 16:15

GIPS Standards: Recent Development and Strategic Update

Dimitri Senik, PwC, Member of the GIPS Expert Group Switzerland, Member of the GIPS Technical Committee of CFA Institute

16:15 - 17:00

Performance Attribution Guidance

Carl Bacon, Performance Measurement Expert

17:00 - 17:45

Panel Discussion: “Performance Attribution in the context of the GIPS standards and investment reporting”

Moderator:
Dimitri Senik, PwC, Member of the GIPS Expert Group Switzerland, Chairman of the GIPS Technical Committee of CFA Institute

Participants:
Carl Bacon, Performance Measurement Expert
Michael Cajochen, UBS Switzerland AG, Head Performance & Risk Analytics
Susanne Klemm, Ernst & Young, Member of the GIPS Expert Group Switzerland, Member of the GIPS Interpretations Subcommittee of CFA Institute

17:45 - 18:00

Closing Remarks

Michel Bossong, Asset Management Association Switzerland

18:00 - 19:15

Apéro riche

Administrative details

Target audience

The GIPS Day is aimed at employees of asset managers, banks and other financial intermediaries, in particular persons working in the following fields: GIPS Office, Performance Measurement, Risk Reporting, Risk Management, Risk Control, Investment Advisory, Legal & Compliance, Internal Audit, Public Policy / Governmental Affairs, Client Advisors, Marketing (Asset Management, Private Banking) as well as representatives of Asset Managers, Audit Firms, Consultants, Pension Funds, Trusts, Family Offices, Software Providers and Securities Dealers.

The first part of the GIPS Day (08.45 am – 04.00 pm) focuses on the content and the institutional framework of the GIPS Standards and is especially aimed at “GIPS Beginners”.

The second part of the GIPS Day (04.00 pm – 07.15 pm) provides information on recent developments, key changes as well as strategic updates from the GIPS Committee with a special view on the Asset Owner perspective. This part is recommended for “GIPS Beginners” as well as for “GIPS Experts”.

Language
The working language will be English (no simultaneous translations).

Documentation
Documentation will be provided online.

Participation fee
Both Parts (I+II): CHF 250.- (members and non-members)
Only Part (II): CHF 100.- (members and non-members)

Cancellations

Cancellations must be received in written to office@am-switzerland.ch by 05 December 2025. Cancellations received after this date are subject to a cancellation fee of 100%. Thank you for your understanding.

Application for CFA Institute PL credits

As a participant in the CFA Institute Approved-Provider Program, CFA Society Switzerland has determined that this event qualifies for 5 PL credits. If you are a CFA Institute Member and attend the event, please register the credits using the online tool https://cpd.cfainstitute.org/member/becomeamember?event=Login.

GIPS Day 2025

Schedule

Keynote Speaker

Administrative details

Location

Tickets

Contact