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 December, 2013

Categories: Performance History/Track Record

Source: GIPS Handbook, 2nd Edition

Firm B claims compliance with the GIPS standards and presents annualized performance for 1-, 3-, and 5-year periods. Does this satisfy the presentation requirements of the GIPS standards?

No. Although the firm may present annualized performance returns as additional information, it must present annual returns for at least 5 years.

Please also see updated Q&A