Announcements

We are actively recruiting volunteers to serve on the GIPS Standards United States Investment Performance Committee (USIPC) as well as a new chairperson.  The USIPC serves as the United States GIPS Sponsor and acts as a forum for stakeholders of the GIPS standards. The USIPC is tasked with promoting the adoption, implementation, and development of the GIPS standards as industry best practice for calculating and presenting investment performance.
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.
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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

2019 Wealth Management Symposium
2020 GIPS Standards and Performance Advertising Update
Newport Beach, CA
24 April 2019

2019 FIRMA National Risk Management Training Conference
Investment Performance - Benchmarks, Models, and the GIPS Standards
Orlando, FL
8 May 2019