2020 GIPS® Standards Resource and Materials

After years of development, the 2020 edition of the Global Investment Performance Standards (the “2020 GIPS® standards”) has now been finalized. The effective date for the 2020 GIPS® standards is January 1, 2020, which means that firms that decide to claim compliance need to be prepared to adopt and implement the bulk of the changes at that point. There is one caveat to the general effective date in that the reporting requirements have a longer timeline – reports that satisfy the new requirements will not need to be created in most cases until 2021. The below resources have been organized to assist firms who need to update their GIPS® compliance program to comply with the requirements of the 2020 GIPS® standards.

2020 GIPS Standards

Additional Resources