As investor demand drives product innovation, the Global Investment Performance Standards (GIPS®) are evolving to ensure practical, investment industry relevance while maintaining their core purpose: delivering performance transparency and comparability.
The 2020 GIPS Standards Exposure Draft represented an important milestone — in both the evolution of the GIPS standards and in ensuring their relevance for all asset classes and types of investment managers.
View the 2020 edition of the GIPS standards
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 was released on 30 June 2019, with an effective date of 1 January 2020.
View comments on the 2020 GIPS Standards Exposure Draft
View comments on the 2020 GIPS Standards for Verifiers Exposure Draft
Exposure Draft Helpful Resources
The following documents were created to help industry stakeholders understand the proposed changes in the 2020 GIPS Standards Exposure Draft and provide comments.
Firms have four options for GIPS Reports. Compare the requirements and recommendations:
GIPS Reports for Firms Comparison Table (PDF)
Asset owners have two options for GIPS Reports. Compare the requirements and recommendations between these reports, and also between asset owner reports and firm reports: GIPS Reports for Asset Owners Comparison Table (PDF)
The 2020 GIPS Standards Exposure Draft includes 47 requests for comment. View the questions to assist you with preparing your comment letter.
You can learn more about the 2020 GIPS Standards and how the proposed changes will affect you according to your role as a(n):