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Global Investment Performance Standards (GIPS®)


2024 Asset Owner Survey: Transparency, Benchmarks, and the GIPS Standards

This survey offers a rare window into how asset owners around the world are approaching performance reporting, benchmarking, and GIPS® compliance.

GIPS Annual: The Best Conference Yet! Digital Content Package Available

Get the digital package and have the 28th Annual GIPS Standards Annual Conference at your fingertips.

CFA Institute Launches Asset Owner Survey

This survey asks asset owners about how they manage assets, report performance, and consider the GIPS® standards when doing so.

How Firms Managing Only Pooled Funds Can Claim GIPS Compliance

The "Guidance Statement on Firms Managing Only Broad Distribution Pooled Funds" addresses how firms that manage only BDPFs can claim compliance with the GIPS standards.

GIPS Compliance by the Numbers

The numbers speak for themselves: GIPS compliance matters!

Saudi Arabia’s Sovereign Wealth Fund Claims GIPS Compliance

Public Investment Fund (PIF), the world’s seventh largest sovereign wealth fund (SWF), has claimed compliance with the CFA Institute Global Investment Performance Standards (GIPS®).

GIPS Standards Verification Services, Part II: Case Analysis

Which of the newly adopted CFA Institute Standards of Professional Conduct were at issue in the Global Ethics Day Ethics in Practice case?

GIPS Standards Verification Services, Part I: Case Facts

Can you recognize which of the newly adopted CFA Institute Standards of Professional Conduct are at issue in the case?

For Public Comment: Exposure Draft of the Guidance Statement for OCIO Strategies

What are the key elements of the Exposure Draft of the Guidance Statement for OCIO Strategies and what were the circumstances that led to its creation?