New GIPS Firm Notification requirement deadline is Tuesday, 30 June 2015. Submit your claim of compliance now.

Announcements

CFA Institute is looking for volunteers to serve as members on the Investment Manager Subcommittee, Asset Owner Subcommittee, Verification Subcommittee, Interpretations Subcommittee, and the Real Estate Working Group for the 2015-2016 term (which begins Tuesday, 1 September 2015). If you are interested in volunteering to serve on a GIPS Subcommittee and/or working group, please fill out the Volunteer Interest Form by 30 June 2015. 


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.
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GIPS In The News

A combined CFAUK and CAIA London event was held on 24 March 2015 to discuss GIPS and alternatives. EY kindly hosted the event. Whilst Chatham House rules will often apply to such events, CFAUK, CAIA London, and the speakers have given permission for an edited transcript of the event to be reproduced in The Hedge Fund Journal.
The Hedge Fund Journal
15 May 2015
The Global Investment Performance Standards (GIPS®) are a set of standardized, industry-wide ethical principles that provide investment management firms with guidance on how to calculate and report their investment results to prospective clients. Investment managers voluntarily choose to abide by the GIPS standards—compliance is not mandated by any law or regulation. For many years, GIPS compliance has been seen as an essential ingredient that can make or break a firm’s marketing efforts in terms of winning new mandates and maintaining institutional clients.
Investment Adviser Association Newsletter - April 2015
15 April 2015
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

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