Why the GIPS Standards Matter
The Global Investment Performance Standards (GIPS®) are voluntary, ethical standards for calculating and presenting investment performance based on the principles of fair representation and full disclosure.
Investment performance is a fundamental part of all investing, and it is relevant to every investment and to every investor. It is important for the evaluation of progress against objectives, the selection of managers, and the calculation of incentives. Investment firms and asset owners that adopt the GIPS standards display their commitment to ethics and transparency and instil investor confidence.
Just do it. When we started this, I believed the end goal would be worth it, but we didn’t realize how valuable the process would be in helping us transform. The results have gone far beyond our expectations.
What do Firms Gain by Complying with the GIPS Standards?
- Increased investor confidence
- Robust policies and procedures
- Ability to compete fairly on a global basis
What Do Investors Want?
Firms that comply with the GIPS standards adhere to requirements for not only return calculations but also for fair and complete disclosures about the product that is being marketed.
Investors can be confident that the returns are calculated and presented on a consistent basis and are objectively comparable with those reported by other firms claiming compliance with the GIPS standards.
Investors can have a high degree of confidence that the information shown in a GIPS Report accurately reflects the results of the firm’s past investment decisions.
Want to Learn More?
Visit the GIPS standards website to find more information about the GIPS standards, including:
- GIPS standards tailored for different users.
- GIPS Standards Handbooks, which include detailed explanations for applying the GIPS standards. The GIPS Standards Q&A database contains questions and answers (Q&As) on various searchable topics.
- Tools and resources for implementing and complying with the GIPS standards.
- News and event related to the GIPS standards. Subscribe to the monthly GIPS Standards Newsletter to stay informed.
26th Annual GIPS Standards Conference Digital Content Package
If you missed the 26th Annual GIPS Standards Conference, you can register now to gain access to all session recordings and resources.
Register Now! Session recordings and resources available 2 November - 2 December 2022.
For those of you most interested in the SEC Marketing Rule, you may purchase a recording of the two sessions devoted to this topic.
Composite Construction and the SEC Marketing Rule - What Compliance Professionals Need To Know
Webinar - Online
With the SEC Marketing Rule compliance deadline fast approaching, it is important that compliance professionals understand the key concepts of related performance, related portfolios, and composites within the Marketing Rule. At this webinar, learn how to use the criteria within the Global Investment Performance Standards (GIPS®) to satisfy the “substantially similar” requirements of the Marketing Rule’s definition of “related portfolios” and help you consider next steps.