2020 GIPS Standards

The Global Investment Performance Standards (GIPS®) are ethical standards for calculating and presenting investment performance based on the principles of fair representation and full disclosure.  They are voluntary industry standards that provide transparency and comparability in a world where regulations and market practices differ significantly from jurisdiction to jurisdiction.

Read an Introduction to the GIPS Standards - Increasing Transparency and Trust to learn why these organizations have chosen to claim compliance.  

The 2020 edition of the GIPS standards have chapters that are tailored for different users.

View the 2020 edition of the GIPS Standards for Firms (PDF)
View the 2020 edition of the GIPS Standards for Asset Owners (PDF)
View the 2020 edition of the GIPS Standards for Verifiers (PDF)
View the GIPS Standards for Fiduciary Management Providers (FMPs) to UK Pension Schemes

Tools and Resources

We have created various tools and resources to help industry stakeholders understand and implement the 2020 GIPS Standards.  See tools and resources for:

The GIPS Standards Service Provider List contains service providers that are available to assist your organization with attaining and maintaining compliance with the GIPS standards.  The list is not an endorsement by CFA Institute of the companies or the services they provide.

GIPS® Trademark Usage Guidelines

"GIPS®" is a registered trademark of CFA Institute.  The GIPS® Trademark should be used in accordance with the GIPS® Standards Trademark Usage Guidelines.