Tools for Firms Considering Compliance with the GIPS Standards
GIPS Standards for Firms
The requirements and recommendations of the GIPS Standards for Firms
GIPS Standards Handbook for Firms
An explanation of each requirement and recommendation of the GIPS Standards for Firms
Assistance to Firms Considering Compliance with the GIPS Standards (NEW)
Steps a firm can take to attain compliance with the GIPS standards
Guide for Creating a GIPS Standards Policies and Procedures Manual for Firms (NEW)
Guidance and sample policies to assist firms when creating their GIPS Standards Policies and Procedures Manual
Requirements Outside the Provisions for Firms – June 2022
The requirements that are not in the provisions of the GIPS standards and are found within Guidance Statements, interpretations, Q&As, and the discussions in the GIPS Standards Handbook for Firms.
Disclosure Checklist for Firms - June 2022
Contains all required and recommended disclosures included in the GIPS standards and interpretive guidance. Firms may use this spreadsheet as a checklist to ensure they have included all applicable required disclosures in GIPS Reports.
Suggested Questions For Prospective Verification Firms
While verification is optional, many firms choose to be verified. This document can help firms select a verification firm.
You can find a list of Verifiers and Consultants here that can assist firms when considering compliance with the GIPS standards. The service provider list consists of third-party entities that are not associated with CFA Institute and that have volunteered to provide their contact information. CFA Institute does not receive a fee from and does not recommend or endorse any specific service provider.