Announcements

The GIPS Executive Committee has scheduled an open conference call for Tuesday 26 May 2015 from 8:00 to 8:30 a.m. US Eastern Time to provide an update on the GIPS standards.  If you would like to attend this call as an observer, please view the materials and dial-instructions for the upcoming GIPS Executive Committee open conference call.
We have scheduled a free live GIPS webinar on 22 April 2015 at 12:00 p.m. EDT that will provide an overview of the GIPS standards adoption and the benefits of compliance.
This FREE Live GIPS Standards Webinar will provide the information you need to know on the new requirement for firms claiming compliance with the GIPS standards to notify CFA Institute of such claim. This free webinar will be interactive; CFA Institute staff will provide participants with important GIPS guidance as well as give them the opportunity to ask questions.
dm_gipsNews

GIPS In The News

Early this year, Taikang Asset Management Co Ltd (Taikang AMC) became the first insurance-owned asset management firm to claim compliance with the Global Investment Performance Standards (GIPS) in China. The GIPS standards are a set of universally accepted standards that allow investors to compare and evaluate the performance of various asset managers. For a company like Taikang AMC that is looking to expand business with local asset owners such as pension funds and foreign institutional investors, the benefits are clear.
Asia Asset Management
9 April 2015

The Securities and Exchange Commission’s exam chief recently warned sponsors of wrap fee programs to do a better job of monitoring and disclosing the number of “step-out” trades performed by the wrap account’s investment managers, as these types of trades require clients to pay a fee on top of the wrap fee.

“The issue we have is one of disclosure,” regarding wrap accounts, Andrew Bowden, head of the SEC’s Office of Compliance Inspections and Examinations, told attendees at the CFA Institute’s Global Investment Performance Standards (GIPS) Annual Conference in Boston Sept. 19. “If you’re a wrap fee sponsor, it’s your responsibility to actually monitor the frequency with which the managers participating in your program are actually ‘stepping out’ trades so that you can make proper disclosures.”
Think Advisors
26 September 2014
Some financial advisers don't mind sharing information about the performance returns they have pulled in for clients. Those numbers, nonetheless, may come with a caveat.
Reuters
12 September 2014

Current Standards

The 2010 edition of the GIPS standards was adopted on 29 January 2010 and became effective on 1 January 2011.

2010 edition of the GIPS standards (effective 1 January 2011)
Archive of the GIPS standards
Endorsed Translations (2010 edition)

Upcoming Events

  • GIPS Webinar: GIPS Firm Notification Requirement
    18 May 2015, Online
  • GIPS Webinar: Implementation Assistance for GIPS Compliance
    27 May 2015, Online