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.

Search by category, status, date range, and/or keyword.

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