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.
Search by category, status, date range, and/or keyword.
-
Archived
Effective: 1 January, 2014 - 31 December, 2019Categories: Supplemental/Additional InformationSource: GIPS Executive CommitteeFirm A has a marketing brochure that describes the firm, staff, and investment process. One of the pages contains the compliant presentation for a specific composite. Do all the other pages of the brochure need to be labeled as supplemental information?
No. Supplemental Information is defined as any performance-related information included as part of a compliant presentation that supplements or enhances the required and/or recommended provisions of the GIPS standards. Supplemental information does not include general information regarding the firm or the investment strategy or process.
Please also see original Q&A