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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1 Result
  • Archived

    Effective: 1 September, 2011 - 31 December, 2019
    Categories: Recordkeeping
    Source: GIPS Executive Committee

    I have a group of portfolios that I don’t use for advertising or marketing purposes. Must I keep the records for the portfolios in this composite as well as records for the composite itself, even if I don’t market the composite’s performance?

    Yes; the firm must maintain sufficient records that allow for the recalculation of account level and composite level returns regardless of whether the accounts are used for marketing or not.