GIPS Standards for Asset Owners

The 2020 GIPS standards are evolving to gain greater relevance for asset owners with discretionary assets under management.

Public Comments

The public comment period for the 2020 GIPS Standards Exposure Draft (PDF) and 2020 GIPS Standards for Verifiers Exposure Draft (PDF) is now closed. A final version of the 2020 GIPS standards will be released on 30 June 2019, with an effective date of 1 January 2020.

Why Should Asset Owners Claim Compliance with the 2020 GIPS Standards?

  • Demonstrates to legislative bodies, oversight boards, beneficiaries, and the investing public a voluntary commitment to delivering performance transparency and comparability for the benefit of investors
  • Shows that the asset owner adheres to investment performance valuation global best practices
  • Establishes robust investment performance policies and procedures to mitigate risk and better protect assets for beneficiaries
  • Demonstrates they use the same performance standards required of external investment managers they hire

Learn More about the GIPS Standards

Watch the 2020 GIPS Standards Q&A Session for Asset Owners, which addresses topics that impact asset owners.

Helpful References

The following documents were created to help industry stakeholders understand the proposed changes in the 2020 GIPS Standards Exposure Draft and provide comments.