The 2020 GIPS Standards Exposure Draft
(PDF) provides enhanced guidance for a wider variety of asset types and managers, fewer specific requirements for asset classes and increased focus on account structure, an option to use money-weighted returns instead of time-weighted returns if certain criteria are met, greater flexibility for firms to promote or advertise claims of compliance, and an option for firms to present a pooled fund report. The last edition of the GIPS standards
was released in 2010.
The public comment period has closed.
Unless otherwise requested, all comments have been made public on this website.
Acadian Asset Management LLC
ACA Performance Services
Aegon Asset Management US
American Bankers Association
American Century Investments
Appleton Partners, Inc.
Asset Risk Consultants (ARC)
Association for Savings and Investment South Africa (ASISA)
Association Français de la Gestion financiere (AFG) and CFA Society France
AXA Investment Managers
Barrow, Hanley, Mewhinney & Strauss, LLC
Basis Point Solutions
Burgundy Asset Management, Ltd.
Cairn Investment Performance Consulting LLC
California Public Employee Retirement System (CalPERS)
Canadian Investment Performance Council (CIPC)
Cascade Investment Compliance & Verification, LLC
CFA Society Greece
CFA Society India
Craig Horvath, CIPM
Dipna Shah, CFA
Erica Beswick, CIPM and Nikki Ries, CIPM
Financial Services Council (FSC)
First Composite and EVIV Group, Inc.
First Composite and EVIV Group, Inc. (Additional Comments)
Franklin Templeton Investments
German Asset Management Standards Committee (GAMSC)
Green Mesa Capital
Guardian Performance Solutions LLC
Hong Kong Society of Financial Analysts (HKSFA)
Investment Adviser Association
Investment Company Institute (ICI)
Irish Association of Investment Managers (IAIM)
Italian Investment Performance Committee (IIPC)
Ivy Investment Management Company
Jason Inman, CIPM
John Mathias, Ph.D., ASQ CSSBB
John Simpson, CIPM
Kyza Performance Consulting
LaSalle Investment Management, Inc.
Liechtenstein Bankers Association (LBA)
Longs Peak Advisory Services, LLC
Lyrical Asset Management
Matthew Minier, CFA
Mitsubishi UFJ Trust and Banking Corporation
NCREIF PREA Reporting Standards
Norwegian Society of Financial Analysts (NFF)
PGIM Fixed Income
PGIM Real Estate and PGIM Real Estate Finance
Pictet Asset Management
Ole Kold Rud
RBC Global Asset Management
Securities Analyst Association of Japan (SAAJ)
Southeastern Asset Management
State Teachers Retirement System of Ohio (STRS Ohio)
Suzannah Grady, CFA, CIPM
Swiss Funds & Asset Management Association (SFAMA)
The Investment Association
The Spaulding Group
T. Rowe Price Associates, Inc.
Trust Company of the West (TCW)
United Kingdom Investment Performance Committee (UKIPC)
United States Investment Performance Committee (USIPC)
Victoria Capital Management, Inc.
Wells Fargo Asset Management
Western Asset Management Company
William Blair Investment Management
Zeenat Kalla-Bry, CIPM
Ziegler Capital Management, LLC