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 March, 2006 - 31 October, 2012
    Categories: Calculation Methodology
    Source: GIPS Handbook, 2nd Edition

    Given the following information, calculate the rate of return for this portfolio for January, February, March, and the first quarter of 1998, using: Dietz, Modified Dietz, and revaluing for large cash flows methodology (assume large is defined as > five percent):

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