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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Effective

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1 Result

Archived

Effective: 1 November, 2012 - 31 December, 2019

Categories: Performance History/Track Record

Source: GIPS Handbook, 3rd Edition

Our firm has been compliant with the GIPS standards since its inception. Our initial composite with our growth-equity strategy has over five years of performance history. We subsequently added a new mid-cap strategy leading to the creation of a separate mid-cap composite. This mid-cap composite does not have the five years of performance history yet. May we present a compliant presentation for the mid-cap composite prior to the composite having five years of history?

Yes. Even though the mid-cap composite does not have five years of performance history, the mid-cap composite must be created and a compliant presentation must be made available. The compliant presentation must include performance from inception of the composite.

Please also see original Q&A