Timeline Revisions for GIPS® 2020

On April 18, 2018, CFA Institute announced some significant developments related to the timeline for GIPS 2020, the next edition of the GIPS standards, as well as the status of several guidance statements that are currently pending adoption. First, it was announced that the development of GIPS 2020 is on […]

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CalPERS Adopts GIPS® standards

CalPERS Adopts the GIPS standards It was recently announced that the California Public Employees’ Retirement System (CalPERS) adopted the GIPS standards. Adhering to the GIPS standards is a voluntary commitment and considered industry best practice for investment performance calculation and presentation. As one of the largest pension plans in the […]

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How many firms comply with GIPS standards?

More Than 1,650 Firms Now Claim GIPS Compliance Firms that comply with the GIPS standards are required to report to the CFA Institute annually, which allows CFA Institute the ability to track the number of firms that are currently claiming compliance. In an increase from last year, 1,653 firms now […]

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GIPS Pooled Fund Guidance Delayed

Effective Date Delayed for GS on Broadly Distributed Pooled Funds The GIPS Executive Committee has decided to delay the effective date of the Guidance Statement on Broadly Distributed Pooled Funds. The Guidance Statement was scheduled to become effective on January 1, 2018, but the effective date has now been pushed back to January […]

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GIPS 20/20 Update

The 21st Annual Global Investment Performance Standards (GIPS®) Conference was held in San Diego, California, on September 14-15, 2017. A significant focus at the conference was on GIPS 20/20, the next version of the GIPS standards that is currently in development. Two sessions were dedicated to the topic — one […]

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Revised Guidance for Presenting Supplemental Information

Revised Guidance for Presenting Supplemental Information –  Public Comment Period Open The revised Guidance Statement on the Use of Supplemental Information exposure draft has been released for public comment. This revised guidance provides new and more detailed interpretation on the treatment of performance and performance-related information both within and outside […]

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CFA Institute GIPS Notification Form Updated

The revised GIPS Compliance Form for notifying CFA Institute when firms claim compliance with the GIPS standards is now available. This update reflects the continuation of the requirement initiated in 2015. The form needs to be submitted to CFA Institute by all firms that claim compliance with the GIPS standards […]

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