Views on improving the integrity of global capital markets

Global Investment Performance Standards (GIPS®)


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?

The 27th Annual GIPS® Standards Conference: Top Five Topics

The latest regulatory developments and the current state of SEC examinations, among other topics, will be front and center at the GIPS Standards Conference in Chicago.

How Do Firms Treat Errors in Investment Performance?

CFA Institute voluntary standards provide guidance for firms looking to establish policies for how errors in investment performance should be handled.

The Impact of the GIPS Standards on Regulations Around the Globe

We hope to see more regulators look to the GIPS standards as a set of best practices they can rely on, which will continue to help CFA Institute meet our goal of protecting investors.

Mitigating Risk for Asset Owners — Claiming Compliance with the GIPS Standards

What happened at PSERS? And would compliance with standards for calculating and presenting performance have been valuable in this situation?

Poll Results from the 24th Annual GIPS® Standards Virtual Conference

We asked firms if they comply with the 2010 edition, the 2020 edition, or neither. The majority of firms (74%) still claim compliance with the 2010 new edition. Only 9% have adopted the 2020 edition.

Ten Takeaways from the GIPS® Standards Conference

Key takeaways from the conference that may assist you as your firm transitions to the 2020 edition of the GIPS standards.

Meet the Micronesia GIPS® Standards Sponsor

Eddie Chan, CFA, CIPM, Director, Professional Conduct Enforcement, and Global Industry Standards, APAC, recently interviewed Daniel A. Roland, CIMA, AIFA, MBA, executive director of the Asia Pacific Association for Fiduciary Studies (APAFS). The association is our Global… READ MORE ›

Global Investment Performance Standards: Dispelling Compliance Cost, Verification Myths

CFA Institute is updating its Global Investment Performance Standards (GIPS®), and listening to stakeholders’ needs is key to evolving them to be truly universally applicable to all asset types.



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