GIPS StandardsAn ethical framework for calculating and presenting investment performance
What Are the GIPS Standards?
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 instill 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.
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Who Claims Compliance with the GIPS Standards?
Leading the Profession
Over 1,700 organizations claim compliance with the GIPS standards.
The GIPS standards have been adopted by organizations from 48 markets around the world.
25 TOP FIRMS
All of the top 25 asset managers globally claim compliance with the GIPS standards for all or part of their business.
Shaping the Industry
The GIPS standards (and predecessor standards) have been continuously maintained by CFA Institute, in partnership with industry volunteers, for over three decades.
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