Archived GIPS Standards, GIPS Handbook, and Guidance Statements

Archived versions of the GIPS standards, GIPS Handbook, and Guidance Statements are prior versions that have since been updated. Although they are no longer current, they were effective during a particular prior period of time, and therefore may still be applicable for instances and situations within that period.

GIPS Standards

Looking for the current edition of the GIPS standards? View the current edition (2010) of GIPS standards.

GIPS Handbook

Looking for the current edition of the GIPS Handbook? View the current edition (2012) of the GIPS Handbook.

Guidance Statement Archive

This archive contains the original Guidance Statements as approved by the Investment Performance Council. These have been replaced by current guidance to reflect the current GIPS standards.

2008
2006
2005
2004
Calculation Methodology Treatment of Carve-Outs Gold GIPS Standards
2003
Fees Provisions Calculation Methodologies Leverage & Derivatives Supplemental Information
2002
Treatment of Significant Cash Flows Definition of the Firm Verification Composite Definition Wrap Fee Advertising Guidelines
2001
Composite Definition Record Portability