Guidance Statement Archive
This archive contains the original Guidance Statements as approved by the Investment Performance Council. These have been replaced by current guidance to reflect the current GIPS standards.
| 2004 |
Calculation Methodology
Guidance Statement (PDF)
Adopted March 2004 / closed 10/30/02 / Comments Received
Treatment of Carve-Outs
Guidance Statement (PDF)
Adopted March 2004 / closed 9/15/02 / Comments Received
Gold GIPS Standards
Closed 08/13/04 / Comments Received
Performance Examination
Guidance Statement (PDF)
Closed 01/09/06 / Comments Received
| 2003 |
Calculation Methodologies
Guidance Statement (PDF)
Adopted 4/1/2004
Leverage & Derivatives
Use of Leverage and Derivatives (PDF)
Closed 01/19/05 / Comments Received
Supplemental Information
Guidance Statement (PDF)
Adopted October 2003
| 2002 |
Treatment of Significant Cash Flows
Guidance Statement (PDF)
Adopting Release (PDF)
Adopted March 2002 / closed 10/31/01 / Comments Received
Definition of the Firm
Guidance Statement (PDF)
Adopting Release (PDF)
Adopted March 2002 / closed 12/31/01 / Comments Received
Verification
Guidance Statement (PDF)
Adopted March 2002 / closed 7/31/01 / Comments Received
Composite Definition
Guidance Statement (PDF)
Adopted March 2002
Wrap Fee
Closed 10/31/02 / Comments Received
Advertising Guidelines
Adopting Release (PDF)
Closed 12/31/02 / Comments Received
| 2001 |
Composite Definition
Adopting Release (PDF)
Closed 12/31/01 / Comments Received
Record Portability
Guidance Statement (PDF)
Adopting Release (PDF)
Adopted May 2001