Organizations must comply with all applicable requirements of the GIPS® standards, including any Guidance Statements, interpretations, and Questions & Answers (Q&As) published by CFA Institute and the GIPS standards governing bodies.
GIPS Standards for Firms
Tailored provisions for all investment firms, including managers of segregated accounts, pooled funds, alternative investments, and private wealth accounts.
GIPS Standards for Asset Owners
Tailored provisions for all asset owners, including pensions, endowments, foundations, sovereign wealth funds, provident funds, insurers and reinsurers, family offices, and fiduciaries.
GIPS Standards for Verifiers
Requirements for conducting verifications and performance examinations.
GIPS Standards for Fiduciary Management Providers
Specific requirements only for organizations that meet the definition of a fiduciary management provider in The Investment Consultancy and Fiduciary Management Market Investigation Order 2019.
Work in Process
Explore how the GIPS standards are evolving.
Prior versions of the GIPS standards and other authoritative guidance that have since been updated.