Announcements

Thank you to the more than 100 organizations that provided comments on the 2020 GIPS Standards Exposure Draft (PDF) and 2020 GIPS Standards for Verifiers Exposure Draft (PDF). A final version of the 2020 GIPS standards will be released on 30 June 2019, with an effective date of 1 January 2020. View comments on the 2020 GIPS Standards Exposure Draft. View comments on the 2020 GIPS Standards for Verifiers Exposure Draft.
We are pleased to announce that Karyn Vincent, CFA, CIPM has accepted the CFA Institute position of Head, Global Industry Standards effective 4 September 2018.  Karyn’s long history with investment performance standards, her tireless work as a GIPS volunteer and vast knowledge of the investment industry bring a wealth of talent to her new role at CFA Institute. Karyn will also serve as the GIPS Executive Director.

There are 3 new Q&As approved by the GIPS TC – effective as of April 18. These new Q&As help clarify the following:  

  • Prospective investors in broadly distributed pooled funds are not required to receive a compliant presentation; 
  • How firms that have adopted the Guidance Statement on Broadly Distributed Pooled Funds early can apply it now that it will be converted into Broad Distribution Pooled Funds Advertising Guidelines; and
  • Supplemental information is only information that is included within a compliant presentation.  

Please see the GIPS Q&A Database for the entire text of the Q&As.

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Standards and Guidance

  • GIPS Handbook: The current edition of the GIPS standards with added interpretive discussion for each provision
  • Q&A Database: An extensive database of GIPS topics searchable by category, date, and/or keywords
  • Guidance Statements: Authoritative guidance on a particular topic or additional topic-specific requirements and/or recommendations
  • Exposure Drafts: Proposed guidance statements under development that have been released for public comment
  • Endorsed Translations of the GIPS Standards

Upcoming Events

13th German GIPS Standards Day
12 March 2018
Frankfurt, Germany