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.

1 Result
  • Archived

    Effective: 1 December, 2013 - 31 December, 2019
    Categories: Fundamentals of Compliance
    Source: GIPS Executive Committee

    My firm claims compliance with the GIPS standards. How can I state that my firm is in compliance with the GIPS standards?

    There are only 2 situations in which a firm can state that they are compliant with the GIPS standards:

    1. In a compliant presentation that full adheres to all of the requirements of the GIPS standards, and
    2. In an advertisement that fully adheres to the GIPS Advertising Guidelines.

    Firms may choose to state that they comply with the GIPS standards if no performance information is included (e.g. press release). Such statements must include the disclosure requirements in the GIPS Advertising Guidelines.

    Please also see original Q&A