GIPS Standards for Firms

The 2020 GIPS standards will offer relevant updates for traditional firms as well as managers of hedge funds and other alternative investments.

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.

Which Firms Will Find the 2020 GIPS Standards More Relevant?

  • Managers of alternative investment funds (hedge funds, private equity, real estate, etc.)
  • Managers of broadly distributed pooled funds (mutual funds, UCITSs, etc.)
  • Private wealth firms
  • Diversified asset management firms that have traditionally claimed compliance only for a subset of their business and want to extend compliance to their entire organization

Learn More about the GIPS Standards

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.