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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Archived

Effective: 1 March, 2006 - 31 October, 2012

Categories: Definition of the Firm

Source: GIPS Handbook, 2nd Edition

Our firm definition includes both equity and fixed income products. Can we present only our equity products (strategies) in compliance with the Standards?

No, the claim of compliance is a firm-wide claim declared on the composite presentations, and, if the firm chooses, in advertisements. The firm described above has been defined to include both equity and fixed income products. As such, the firm must make the claim of compliance based on all of its actual, fee-paying, discretionary portfolios within the firm’s defined boundaries — both the equity and the fixed income products — in composites. Additionally, the firm must ensure it has adhered to all the applicable requirements of the Standards prior to making the claim of compliance.

Please also see updated Q&A