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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1 Result
  • Archived

    Effective: 1 June, 2005 - 31 October, 2012
    Categories: Cash Flow
    Source: Investment Performance Council (IPC)

    What factors should we consider when determining what is a large external cash flow?

    Instead of defining a specific percentage or dollar amount, the firm must determine in advance what is considered to be a large cash flow. The definition of “large” may be influenced by the characteristics of the asset class(es) within the strategy, such as asset market liquidity, market volatility, and/or by the trading capabilities of the investment manager.

    Please also see updated Q&A