Press Releases

CFA Institute announces the appointment of new members to the Global Investment Performance Standards (GIPS®)  Executive Committee, the decision-making body for the GIPS standards and the GIPS Technical Committee, responsible for technical oversight of the GIPS standards.

CFA Institute conducted a short survey regarding GIPS compliant firms’ error correction policies and procedures to inform the investment management industry as to how firms develop and administer their GIPS standards compliance programs with respect to such policies and procedures.
Only one designation offers the advanced skills in investment performance and risk evaluation that prove your skill, commitment, and integrity. The Certificate in Investment Performance Measurement (CIPM®) offered by CFA Institute provides a practice-based approach to attribution, manager selection, risk management to drive smarter, more effective investment decision-making.

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.
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.
27 November 2013

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