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GIPS® Standards

The CFA Institute Global Investment Performance Standards (GIPS®) are globally accepted standards considered industry best practice for investment performance reporting and presentation. Adopted by hundreds of organizations around the world, the GIPS standards have been implemented by most of the top asset management firms.

By establishing requirements for consistent and transparent reporting, the GIPS standards empower investors to compare the past performance of asset managers. Find out how the GIPS standards can help your institution improve performance reporting, increase transparency, and enhance credibility.

The United States Investment Performance Committee (USIPC) is conducting a survey to gather information regarding how firms plan to meet new requirements of the 2020 edition of the GIPS standards related to the distribution of GIPS Reports, including related pooled fund fee disclosures. Participate in this survey to help identify common practices for how firms are implementing the new requirements.

Please note that the information submitted through this survey will be kept confidential.  We will use this data for statistical purposes only. Any data released will be in aggregate form. Entity-specific information will never be released to any party outside of CFA Institute.

* claiming all or part of their business, according to data from Cerulli Associates

You can find the current list of firms that notified CFA Institute of their claim of compliance with the GIPS Standards here.

 

Already complying with the GIPS standards and ready to submit the GIPS Compliance Notification Form? Start the process now.
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Learn more about how to comply with the GIPS standards

2020 GIPS Standards

GIPS Standards for FMPs to UK Pension Schemes

Global Investment Industry Standard

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Upcoming Events

24th Annual GIPS Standards Virtual Conference
27-29 October 2020, Online

Join us for a virtual conference that will address key points you need to know to comply with the 2020 edition of the GIPS standards.

Learn more about the 24th Annual GIPS Standards Conference