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: Disclosures
    Source: GIPS Handbook, 3rd Edition

    How long does a composite name change disclosure have to be presented?

    The disclosure must be included in the composite’s compliant presentation for as long as it is relevant to the compliant presentation. The disclosure must be included for a minimum of one year and potentially for more than one year if the firm determines the disclosure is still relevant and meaningful. The firm must consider the underlying principles of the GIPS standards which are full disclosure and fair representation, when determining a course of action.

    Please also see original Q&A