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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Effective

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Archived

Effective: 1 November, 2012 - 31 December, 2019

Categories: Disclosures

Source: GIPS Handbook, 3rd Edition

Our compliant presentation includes disclosure of both total firm assets and composite assets as a percentage of total firm assets. May we include both disclosures in the presentation?

Yes, firms may show both disclosures in their presentations. Because only one of these disclosures is required, the firm may choose in the future to discontinue showing one of the disclosures.

Please also see original Q&A