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Increase Transparency and Trust in Your Organization

Voluntary industry standards provide transparency and global comparability in a world where regulations and market practices differ significantly from jurisdiction to jurisdiction. 
woman discussing finances with her client

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.

To ensure continued relevance, the GIPS standards are developed by CFA Institute in partnership with industry experts and GIPS Standards Sponsors from around the globe.

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. 

AIA Group CIO Mark Konyn

What do Firms Gain by Complying with the GIPS Standards?

  • arrow up icon Increased investor confidence
  • clipboard icon Robust policies and procedures
  • globe icon Ability to compete fairly on a global basis
You can find the current list of organizations that claim compliance with the GIPS standards here.

What Do Investors Want?

  1. Full Disclosure

    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.

  2. comparability

    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.

  3. Confidence

    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:

Events

SEC Marketing Rule Developments and Implementation Updates

Attorneys from K&L Gates discuss the SEC’s new marketing rule, including the recently issued FAQ on deal-level performance.

Previously recorded on 2 March 2023.  Listen to the recording here. 

 

27th Annual GIPS Standards Conference

Details coming soon!