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.

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Effective

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1 Result

Archived

Effective: 1 June, 2005 - 30 November, 2013

Categories: Changes to the Standards: 2006 GIPS

Source: Investment Performance Council (IPC)

Required disclosure 4.A.19 states a firm must disclose all significant events that would help a prospective client interpret the performance record. Please elaborate.

Any and all events that impact the firm’s operations and/or investment process (e.g., change in ownership, merger or acquisition, departure of key investment professional, etc.) are examples of events that must be disclosed.

Please also see updated Q&A