GIPS Standards

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.

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GIPS Standards for Firms

Tailored provisions for all investment firms, including managers of segregated accounts, pooled funds, alternative investments, and private wealth accounts.

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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.

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GIPS Standards for Verifiers

Requirements for conducting verifications and performance examinations.

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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.

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Work in Process

Explore how the GIPS standards are evolving.





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Archive

Prior versions of the GIPS standards and other authoritative guidance that have since been updated.