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

    Firm B manages money for both retail and institutional clients. An autonomous group, “Firm B Institutional Investment Management,” manages institutional assets. Another autonomous group, “Firm B Retail Investors,” manages retail assets. How should “Firm B Institutional Investment Management” disclose its firm definition?

    Sample Disclosure:
    “For the purpose of complying with the GIPS standards the firm is defined as the Firm B Institutional Investment Management, the institutional asset management division of Company B.”

    Please also see updated Q&A