2020 GIPS Standards

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: ensuring performance transparency and comparability.

The 2020 GIPS Standards Exposure Draft represents 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.

Your Input Is Needed

The 2020 GIPS Standards Exposure Draft (PDF) and 2020 GIPS Standards for Verifiers Exposure Draft (PDF) are available for public review and comment. 

We hope you will review these drafts and submit your comments. The deadline for submitting comments is 31 December 2018.

View comments on the 2020 GIPS Standards Exposure Draft
View comments on the 2020 GIPS Standards for Verifiers Exposure Draft

Helpful Resources

View the top 10 FAQs from asset owners, service providers, and other industry stakeholders on the 2020 Global Investment Performance Standards (GIPS®) Exposure Draft.

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):