Views on improving the integrity of global capital markets

Global Investment Performance Standards (GIPS®)


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.

Are There Benefits to Being Compliant with the GIPS Standards?

As CFA Institute celebrates the 30th anniversary of performance standards, there is cause to celebrate that approximately 1,600 firms claim compliance with the Global Investment Performance Standards (GIPS®) and that there are 40+ GIPS Sponsors supporting the GIPS standards…. READ MORE ›

GIPS Sponsors in Asia Pacific Brainstorm Ways to Promote the GIPS Standards

Regional representatives learn more about GIPS 2020 and use design thinking to create action plans for promoting the GIPS standards.

We Want to Hear from You! Proposed GIPS Guidance Statement on Verifier Independence

The independence of a verifier assessing the correctness of performance reports is critical. The new GIPS® guidance statement from CFA Institute further clarifies this important role.

New Resources Available to Help with Understanding and Applying the GIPS Standards

Complying with the GIPS® standards is a significant undertaking with many nuances. Firms and consultants alike often have questions, and the GIPS team works hard to provide resources to help.

The GIPS Standards Expand into Major Markets

The broad reach of the GIPS standards grows significantly with the addition of GIPS Sponsors in Saudi Arabia and China.

Out of Top 100 Asset Management Firms Globally, 85 Claim GIPS Compliance

For the 2016 reporting period, 1,608 firms globally claim compliance with the GIPS standards and 86% of those firms went through third-party verification of their compliance.

The Long-Awaited Pooled Fund Guidance Statement Nearing Release

In a step toward being relevant for all investment vehicles and in response to requests from the industry, new guidance on applying the GIPS® standards to pooled funds will be available soon.

The Evolution of the GIPS Standards: Introducing GIPS 20/20

GIPS 20:20 is the next update of the GIPS standards and the focus is on ensuring that the Standards are relevant for all asset classes and types of asset managers.

The Four Toughest Questions Facing the Evolution of the GIPS Standards

The ever changing investment management industry means the GIPS standards also have to evolve to remain relevant and continue to provide maximum value.

74% of Top 100 Global Asset Management Firms Claim GIPS Compliance

Those firms represent 60% (more than $46 trillion) of the world’s assets under management ($78 trillion).

The GIPS Standards and Alternatives: CalPERS Takes Notice, Others Likely to Follow

As alternative investment strategies become mainstream, complying with the GIPS standards will help alternatives managers stand out from the crowd.

Understanding Investor Behavior and Managing Risk (Video)

Dan diBartolomeo discusses behavioral aspects of risk in financial markets, including how individual behavior shapes the way industry deals with risk and common risk measures that are potentially useful but often misunderstood.

Investment Risk and Fees: Annual GIPS Conference Highlights

Experts who share best practices and speak to key issues and major developments in the performance measurement field make this conference essential for any performance or compliance professional.

New Disclosure Guide Is Resource for GIPS-Compliant Firms, and Regulators, Verifiers

Why is this tool needed? What specific industry need does it respond to? How will it be used?



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close