Tools

The following documents were created to help firms understand and implement the GIPS standards.

Attaining and Maintaining Compliance
- NEW Guide for Creating a GIPS Standards Policies and Procedures Manual for Firms Managing Only BDPFs
  PDF 0.37 mb
- Assistance to Firms Considering Compliance with the GIPS Standards
  PDF 0.19 mb
- Guide for Creating a GIPS Standards Policies and Procedures Manual for Firms
  PDF 1.05 mb
- Requirements Outside the Provisions for Firms - June 2022
  PDF 0.24 mb
- GIPS Reports For Firms Comparison Table
  PDF 0.72 mb
- Disclosure Checklist for Firms - June 2022
  XLSX 0.06 mb
- Sample Error Correction Policy For Firms
  PDF 0.61 mb
- GIPS Advertising Guidelines For Firms Comparison Table
  PDF 0.61 mb
- NEW Introduction to the GIPS Standards Guidance Statement for OCIO Portfolios Webinar Recording
- NEW Introduction to the GIPS Standards Guidance Statement for OCIO Portfolios Webinar Slides
  PDF 0.52 mb
Survey Reports
- Survey Report of US Firms on the Distribution of GIPS Reports
  PDF 0.29 mb
- Survey Report of US Firms on the Calculation and Presentation of Net Returns
  PDF 0.73 mb
- Survey Report of Firms on GIPS Standards Error Correction Policies
  PDF 0.48 mb
Calculations
- Supporting calculations for GIPS® Standards Handbook Section 2
  XLSM 0.06 mb
- Supporting calculations for GIPS® Standards Handbook Section 4
  XLSM 0.02 mb
- Supporting calculations for GIPS® Standards Handbook Section 6
  XLSM 0.02 mb
- Carve out MWR Calculations
  XLSX 0.05 mb
- Carve out TWR Calculations
  XLSX 0.06 mb
FINRA
Other
- Introduction to the GIPS Standards for Marketing Teams
  PPTX 5.14 mb
- Suggested Questions For Prospective Verification Firms
  PDF 0.55 mb
- Model RFP Template
  PDF 0.05 mb

The following documents were created to help asset owners understand and implement the GIPS standards.

Attaining and Maintaining Compliance
- Asset Owners Policies and Procedures Manual
  PDF 0.86 mb
- Requirements Outside the Provisions for Asset Owners - September 2022
  PDF 0.54 mb
- GIPS Asset Owner Reports Comparison Table
  PDF 0.67 mb
- Disclosure Checklist for Asset Owners - September 2022
  XLSX 0.04 mb
- Sample Error Correction Policy for Asset Owners
  PDF 0.61 mb
- Assistance to Asset Owners Considering Compliance with the GIPS Standards
  PDF 0.13 mb
- Video: Introduction To The GIPS Standards For Asset Owners
  PDF 0.98 mb
Survey Reports
- Survey Report of US Asset Owners
  PDF 0.21 mb
Calculations
- Supporting calculations for GIPS Standards Handbook Section 22
  XLSM 0.04 mb
- Supporting calculations for GIPS Standards Handbook for Section 24
  XLSX 0.08 mb
Other
- Model RFP Template
  PDF 0.05 mb
- Suggested Questions For Prospective Verification Asset Owners
  PDF 0.55 mb

The following documents were created to help fiduciary management providers understand and implement the GIPS Standards for Fiduciary Management Providers to UK Pension Schemes.

Attaining and Maintaining Compliance
- Sample Policy Manual
  DOCX 0.17 mb
- NEW Disclosure Checklist
  XLSX 0.02 mb
Calculations
- Explanation of the Provisions Section 32 Calculations
  XLSM 0.05 mb
- Explanation of the Provisions Section 34 Calculations
  XLSX 0.02 mb

Tools

Attaining and Maintaining Compliance

Survey Reports

Calculations

FINRA

Other

Attaining and Maintaining Compliance

Survey Reports

Calculations

Other

Attaining and Maintaining Compliance

Calculations