GIPS Day 2026

25 November 2026
Metropol

The Asset Management Association Switzerland, as the official country sponsor for GIPS in Switzerland, invites you to GIPS Day 2026.
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 I participants are automatically also registered for Part II.

Part 2 – Focus topic “Artificial Intelligence in Performance Reporting”

An insightful session exploring the recent developments, opportunities and challenges of AI in performance reporting.
Featuring expert insights and a panel discussion, the session will examine how AI can enhance reporting processes, improve efficiency and support more meaningful communication with clients.
Recommended for both seasoned performance-reporting professionals and those new to the standards, this session offers an opportunity to deepen your understanding and stay informed about this rapidly evolving topic.

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 – 03.45 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 (03.45 pm – 06.00 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 18 November 2026. 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.

Location

Metropol

Fraumünsterstrasse 12, Zürich
8001 Zürich

Tickets

Both Parts (I+II) (members and non-members)
Only Part (II) (members and non-members)

Contact

Asset Management Association Switzerland
Katharina Koenz
Tel. +41 61 278 98 00
office@am-switzerland.ch