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 December, 2019
    Categories: Non-fee-paying Portfolios
    Source: Investment Performance Council (IPC)

    We do not include non-fee-paying portfolios in our composites. Do we have to include non-fee-paying portfolios in total firm assets?

    Yes, both fee-paying and non-fee-paying portfolios must be included in total firm assets.