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.

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Effective

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1 Result

Archived

Effective: 1 January, 2014 - 31 December, 2019

Categories: Performance History/Track Record

Source: GIPS Executive Committee

Firm B claims compliance with the GIPS standards and presents only annualized performance for 1-, 3-, and 5-year periods. Does this satisfy the presentation requirements of the GIPS standards?

No. Although Firm B may present annualized performance for 1-, 3-, and 5-year periods as additional information, it must present annual returns for at least 5 years.

Please also see original Q&A