Tools
The following documents were created to help firms, asset owners, verifiers and fiduciary management providers to UK pension schemes understand and implement the 2020 GIPS® Standards.
Firms
The following documents were created to help firms understand and implement the 2020 GIPS Standards.
- GIPS Reports For Firms Comparison Table (PDF)
- Sample Error Correction Policy For Firms (PDF)
- GIPS Advertising Guidelines For Firms Comparison Table (PDF)
- Suggested Questions For Prospective Verification Firms (PDF)
- Supporting calculations for GIPS® Standards Handbook Section 2 (XLSM)
- Supporting calculations for GIPS® Standards Handbook Section 4 (XLSM)
- Supporting calculations for GIPS® Standards Handbook Section 6 (XLSM)
- Model RFP Template (PDF)
- CFA Institute Checklist for FINRA Reg Notice 20-21 and the GIPS Standards (XLSX)
- Survey Report of US Firms on the Distribution of GIPS Reports (PDF)
- Reconciling the SEC Marketing Rules to the GIPS Standards - Webinar Recording
- Reconciling the SEC Marketing Rules to the GIPS Standards - Webinar Slides (PDF)
Asset Owners
The following documents were created to help asset owners understand and implement the 2020 GIPS Standards.
- GIPS Asset Owner Reports Comparison Table (PDF)
- Suggested Questions For Prospective Verification Asset Owners (PDF)
- Supporting calculations for GIPS Standards Handbook Section 22 (XLSM)
- Supporting calculations for GIPS Standards Handbook for Section 24 (XLSX)
- Model RFP Template (PDF)
- Survey Report of US Asset Owners (PDF)
- Video: Introduction To The GIPS Standards For Asset Owners (PDF)
Verifiers
The following documents were created to assist verifiers who conduct verifications and performance examinations.
No documents have been finalized.
Fiduciary Management Providers to UK Pension Schemes
The following documents were created to help fiduciary management providers understand and implement the GIPS Standards for Fiduciary Management Providers to UK Pension Schemes.