CPD Verifiable: CFA Society South Africa in collaboration with EBnet (“The digital news and knowledge platform serving the retirement industry stakeholders”) Month-end feature: Investment Performance & GIPS® Standards

Presented by: Thendo Sidogi, CFA, Quantitative Analyst at the Public Investment Corporation, discussed models to evaluate equity investment portfolios including pitfalls of using the Sharpe ratio and Chantal Strydom, GIPS Officer & Institutional Business Relationship Manager at Vunani Fund Managers (A Firm Claiming Compliance with the GIPS® Standards), talked about the challenges of investment performance calculations & presentation and how investment management firms can benefit from complying with the GIPS® standards. Moderated by JD van Wyk, CFA, CIPM, Board Member of CFA Society South Africa.