Q & A Database

The GIPS Standards Q&A database contains questions and answers (Q&As) on various searchable topics that provide additional interpretation on an issue. Q&As are considered to be authoritative guidance and must be followed in order to claim compliance with the GIPS standards.

Content from prior Q&As was included in the GIPS Standards Handbook as much as possible and many Q&As were archived. Change the Status drop-down filter to "Archived" to see the archived Q&As.

The GIPS Standards Helpdesk is available for individual questions and typically responds to inquiries within 3 business days.

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Effective

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1 Result

Current

Effective: 1 January, 2020

Categories: Advertising

Source: 2020 GIPS Standards

Are Requests for Proposals (RFPs) considered advertisements?

Requests for Proposals (RFPs) and consultant questionnaires are not considered advertisements for the purpose of the GIPS Advertising Guidelines and should be treated as a one-on-one presentation to a prospective client or a prospective investor. The GIPS standards state that firms must make every reasonable effort to provide a GIPS Report to all prospective clients or prospective investors when they initially become prospective clients or prospective investors. Firms should, therefore, include a GIPS Report with the RFP response.

Please also see the prior version

Q & A Database

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