Announcements

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.

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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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

2020 GIPS Standards World Tour
CFA Society Virginia
14 November 2019

4th Annual Performance and Risk Forum
CFA Society New York
18 November 2019

Dutch Performance Measurement Roundtable 2019
CFA Society VBA Netherlands
20 November 2019

EMEA GIPS Standards Conference
Amsterdam, Netherlands
16-17 June 2020