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.

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1 Result
  • Archived

    Effective: 1 November, 2012 - 31 December, 2019
    Categories: Definition of the Firm
    Source: GIPS Handbook, 3rd Edition

    Our firm definition includes both equity and fixed income products. Can we present only our equity products (strategies) in compliance with the GIPS standards?

    No. The claim of compliance is a firm-wide claim disclosed in compliant presentations and, if the firm chooses, in advertisements. The firm described above has been defined to include both equity and fixed income products. As such, the firm must make the claim of compliance in all compliant presentations; in this case, the firm must create composites for all equity and fixed income composites. Firms must also be able to create a compliant presentation for all composites within the defined firm. Additionally, the firm must ensure it has adhered to all of the requirements of the GIPS standards prior to making the claim of compliance.

    Please also see original Q&A