The GIPS standards are a voluntary set of standards developed by CFA Institute in collaboration with over 30 Country Sponsors. The objective of the Standards is to provide an ethical framework for the calculation and presentation of the investment performance history of an investment management firm to prospective clients. The Standards also provide a standardized framework and outline of internal controls necessary to enable performance figures to be directly comparable amongst firms globally.

The Standards are based on the fundamental principles of full disclosure and fair representation.  Through voluntary compliance, firms can build an environment of credibility and trust in the investment industry and demonstrate a firm-wide commitment to ethical best practices as well as strong internal control processes. This promotes industry self-regulation and fair competition among investment firms on a global basis.

To facilitate and maintain the integrity of the GIPS standards, new performance standards are created as needed by the industry and new procedures and controls are implemented to ensure that the GIPS standards are consistently applied, interpreted, and expanded with broad solicitation of public comments.

Check out the GIPS Standards Fact Sheet for more information on the GIPS standards.

You can also read the new publication from CFA Institute: Assistance to Firms considering compiance with the GIPS® Standards' designed to help those considering or already claiming compliance to feel more comfortable about the value and the benefits.​

​GIPS Newsletter

CFA Institute distributes a monthly newsletter to thousands of subscribers worldwide with announcements related to the GIPS standards.  To subscribe to the GIPS newsletter, please write to [email protected].

GIPS Website http://www.gipsstandards.org

GIPS Helpdesk: [email protected]​

In France, 16 firms have submitted their claim of compliance to us. ​

The Certificate in Investment Performance Measurement (CIPM) Program from CFA Institute is the industry's only investment performance and risk-evaluation credential. CIPM candidates learn practice-based approaches in performance measurement, manager selection, attribution, risk evaluation, ethics, communication and reporting.​It is structured over two levels, Principles and Expert, to be passed sequentially. The exams may be scheduled within defined calendar windows and taken at selected Pearson VUE testing sites globally.

The society encourages performance evaluation  professionals, verifiers and compliance staff to consider signing up for the program.

Overview

Requirements

Curriculum