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 November, 2012 - 31 December, 2019
    Categories: Calculation Methodology
    Source: GIPS Handbook, 3rd Edition

    Given the following information, calculate the rates of return for this portfolio for January, February, March, and the first quarter of 1998 by using the Dietz and Modified Dietz methods and by valuing for large cash flows >5%.  Assume cash flows occur at the end of the day.

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