Announcements

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. 
We are pleased to announce that the GIPS® Standards 2020 Exposure Draft has been released for public comment.  The 2020 GIPS standards represent an important milestone in the evolution of the GIPS standards and in ensuring they are relevant for all asset classes and types of investment managers.  Please submit your feedback to standards@cfainstitute.org before 31 December 2018.

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

Review and comment on the 2020 GIPS Standards Exposure Draft (PDF).

Upcoming Events

The 2020 Edition of the GIPS Standards Workshop/Roundtable
CFA Society Boston
23 October 2018

NSCP National Conference
Panel Discussion: Keeping Current on GIPS Standards
Atlanta, GA
29-31 October 2018