Press Releases

The GIPS Executive Committee seeks comment on the proposed new requirement for firms that claim compliance with the GIPS standards to notify CFA Institute of such claim. The purpose of this new requirement is to address the expressed requests of various stakeholders across the globe for more information related to compliance with the GIPS standards. The information gathered will also help stakeholders of the GIPS standards understand trends that indicate where growth in the adoption of the GIPS standards is taking place, which markets need more resources, where more promotional efforts should be focused, etc.

The GIPS Executive Committee has scheduled an open in-person meeting on Friday, 6 June 2014 at 8:00 to 9:00 a.m. US Eastern Time in Charlottesville, Virginia, USA. If you would like to attend this meeting, please send an e-mail message to standards@cfainstitute.org before Tuesday, 6 May 2014.

We are seeking volunteers to serve on the following oversight committees that promote ethics and integrity and instill trust through the use of the GIPS standards:

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GIPS In The News

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
It’s been called the Wild West of the exchange-traded fund market. That’s the skeptical view of so-called ETF strategists, to whom a growing number of financial advisers outsource their money management.
Barron's
28 January 2014
From the Forbes 2014 Investment Guide, wealth building tips to last  you through the year. (For more detailed advice, click on the link in each tip.)

#30 - Don’t invest in a hedge fund unless its audited results are reported in compliance with Global Investment Performance Standards.
Forbes
27 November 2013
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Current Standards

The 2010 edition of the GIPS standards was adopted on 29 January 2010 and becomes 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