The GIPS standards must be applied with the goal of full disclosure and fair representation of investment performance. Meeting that goal will likely require more than compliance with the minimum requirements of the GIPS standards.
Compliance requires adherence to all applicable requirements of the GIPS standards, including any clarifications, updates, reports, guidance statements, questions and answers (Q&As), and the handbook.
Firms are also encouraged to comply with all recommendations within the Standards.
Firm Notification Requirement for Firms that Claim Compliance with the GIPS Standards to Notify CFA Institute of Their Claim of Compliance
View the essential materials now: