Announcements

The United States Investment Performance Committee (USIPC) is conducting a survey to gather information regarding how firms plan to meet new requirements of the 2020 edition of the GIPS standards related to the distribution of GIPS Reports, including related pooled fund fee disclosures. Participate in this survey to help identify common practices for how firms are implementing the new requirements.

Volunteers are actively being recruited to serve on the following CFA Institute Global Industry Standards (GIS) committees or subcommittees. To apply, please log in to (or register with) the CFA Institute Volunteer Community page and choose the role you are interested in under “Open Opportunities”. The deadline to apply for an open volunteer position is 15 May 2020 by 17:00 US ET.
CFA Institute, the global association of investment management professionals, has released the 2020 edition of the CFA Institute Global Investment Performance Standards (GIPS®), set to take effect January 1, 2020. The GIPS standards are a set of standardized, industry-wide ethical principles that guide investment managers and asset owners on how to fairly calculate and present their investment results, with the goal of promoting performance transparency and comparability.

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2010 Standards and Guidance

  • GIPS Handbook: The 2010 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 2010 GIPS Standards

Upcoming Events

24th Annual GIPS® Standards Virtual Conference
27-29 October 2020, Online
Join us for a virtual conference that will address key points you need to know to comply with the 2020 edition of the GIPS standards.  
Registration Open!