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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ArchivedEffective: 1 January, 2014 - 31 December, 2019Categories: RecordkeepingSource: GIPS Executive Committee
We have records to support portfolio and composite performance; however, the records are stored in a system that is not operable and we do not have access to the records. Is this acceptable?
Records stored in a system that is not operable will not satisfy the requirements of the GIPS standards to capture and maintain all data and information necessary to support all items included in a firm’s compliant presentations.
Please also see original Q&A