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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1 Result

Archived

Effective: 1 March, 2006 - 31 October, 2012

Categories: Model Results

Source: GIPS Handbook, 2nd Edition

Will a model portfolio, compiled by an adviser who does not have discretion to invest assets in accordance with the model, qualify for a composite?

No, as there are not any actual, fee-paying discretionary portfolios managed to the strategy. Model, or advisory-only assets are not considered assets of the firm, and are not included in total firm or composite assets.

Please also see updated Q&A