CFA Institute is pleased to release the “

Assistance to Firms Considering Compliance with the GIPS Standards

” document.  This document was created with the help and expertise of the GIPS Technical Committee and the GIPS Investment Manager Subcommittee.  Firms that are considering compliance with the GIPS standards will find this document very helpful as they go through the

5 steps to comply with the GIPS standards

:  Learn, Analyze, Build, Implement, and Stay.

The enhanced, user-friendly GIPS compliance form is now available for submission. The new form features an improved confirmation screen listing all information submitted as well as an email confirmation to facilitate firms’ recordkeeping. The deadline for firms to notify CFA Institute of their claim of compliance is 30 June 2016 with information as of 31 December 2015. For questions related to this requirement, please contact  

The exposure draft for the Guidance Statement on Broadly Distributed Pooled Funds has now been released for public comment. Make your voice heard and submit your feedback.

GIPS Standards in the News

Given the importance that investors and asset managers place on the performance of investments, it can be surprisingly hard to get impartial and objective guidance on measuring that performance.
Asia Asset Management
7 March 2016
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

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)
Endorsed Translations (2010 edition)

Upcoming Events

The GIPS Standards and the Asset Manager Code of Professional Conduct
15 June
Boston, MA, US
Register now

Portfolio Reporting and Risk Management Roundtable

27 June
Conrad Bangkok Hotel — Bangkok, Thailand
Register now (PDF)

GIPS Revised Asset Owner Guidance — What's New Webinar
2 August at 12:00p.m. EDT US, or
3 August at 9:00a.m. EDT US
Register now

GIPS Standards Interactive Workshop
21 September
Boston, MA, US
Register now

The Fundamentals of Performance Measurement and Attribution Workshop
21 September
Boston, MA, US
Register now

20th Annual GIPS Standards Conference
22-23 September
Boston, MA, US
Register now