We have a number of tools and resources to help firms achieve compliance. You can find all of our tools and resources for complying with the GIPS® standards on the GIPS standards website.
Tools for Firms Considering Compliance with the GIPS Standards
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GIPS Standards for FirmsThe requirements and recommendations of the GIPS Standards for Firms
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GIPS Standards Handbook for Firms
An explanation of each requirement and recommendation of the GIPS Standards for Firms
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Assistance to Firms Considering Compliance with the GIPS Standards (NEW)
Steps a firm can take to attain compliance with the GIPS standards
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Guide for Creating a GIPS Standards Policies and Procedures Manual for Firms (NEW)
Guidance and sample policies to assist firms when creating their GIPS Standards Policies and Procedures Manual
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Requirements Outside the Provisions for Firms – June 2022
The requirements that are not in the provisions of the GIPS standards and are found within Guidance Statements, interpretations, Q&As, and the discussions in the GIPS Standards Handbook for Firms.
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Disclosure Checklist for Firms - June 2022Contains all required and recommended disclosures included in the GIPS standards and interpretive guidance. Firms may use this spreadsheet as a checklist to ensure they have included all applicable required disclosures in GIPS Reports.
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Suggested Questions For Prospective Verification Firms
While verification is optional, many firms choose to be verified. This document can help firms select a verification firm.
Service Providers
You can find a list of Verifiers and Consultants here that can assist firms when considering compliance with the GIPS standards. The service provider list consists of third-party entities that are not associated with CFA Institute and that have volunteered to provide their contact information. CFA Institute does not receive a fee from and does not recommend or endorse any specific service provider.