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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1 Result
  • Archived

    Effective: 1 December, 2013 - 31 December, 2019
    Categories: Creation Date, Inception Date
    Source: GIPS Executive Committee

    Please explain the difference between composite inception date and composite creation date.

    The composite creation date is the date when the firm first groups one or more portfolios to create a composite. The composite inception date is the initial date of the composite’s performance record. The composite creation date is not necessarily the composite inception date.

    Please also see original Q&A