Global Investment Performance Standards (GIPS®)

What are the GIPS standards?
The GIPS standards are a set of standardized, industry-wide ethical principles that provide investment firms with guidance on how to calculate and report their investment results to prospective clients.
Find out more: Read a 20th anniversary article (PDF)

The GIPS standards provide:
  • Firms with the ability to compete across the globe
  • Investors with the ability to make comparisons

Who established the GIPS standards?
  • CFA Institute created and administers the GIPS standards
  • Organizations in nearly 30 countries sponsor and promote the Standards


News

GIPS standards cited by President’s
Working Group on Financial Markets

Journal of Performance Measurement
Interviews GIPS Executive Director (PDF)

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Most Popular Question

Is verification mandatory?
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The GIPS Handbook


Purchase the GIPS Handbook

Interpretive guidance as well as applications for each provision of the GIPS standards