Announcements

The GIPS Executive Committee has scheduled an open conference call for Wednesday 11 February 2015 from 8:00 to 8:30 a.m. US Eastern Time to provide an update on GIPS Technical Committee activities,  the new Firm Notification Requirement and GIPS Strategic Plan.  If you would like to attend this call as an Observer, please view the materials and dial-in instructions for the upcoming GIPS Executive Committee open conference call.
A FREE GIPS live webinar titled “The Application of the GIPS Standards to Asset Owners” is scheduled for Wednesday, 25 February 2015 at 12:00p.m. EST.  This webinar will discuss the newly released Guidance Statement on the Application of the GIPS Standards to Asset Owners which is effective 1 January 2015. 
Asset owners that inquire about GIPS compliance are increasingly asking their investment managers about compliance with the CFA Institute Asset Manager Code of Professional Conduct.
dm_gipsNews

GIPS In The News

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
We asked the GIPS team of CFA Institute around the world – Annie Lo in the Asia-Pacific region, Beth Kaiser, Ken Robinson, and Anju Grover in the Americas region, and Iain McAra in the EMEA (Europe, Middle East, and Africa) region – to discuss these upcoming updates to the GIPS standards.
Asia Asset Management
3 April 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 Tag 2015
    10 March 2015, Frankfurt, Germany
  • GIPS Webinar: GIPS Firm Notification Requirement — What You Need to Know
    25 March 2015, Online