We have a number of resources and tools to help asset owners achieve compliance. You can find all of our tools and resources for complying with the GIPS® standards on the GIPS standards website.
Tools for Asset Owners Considering Compliance with the GIPS Standards
GIPS Standards for Asset Owners
The requirements and recommendations of the GIPS Standards for Asset Owners.
GIPS Standards Handbook for Asset Owners
An explanation of each requirement and recommendation of the GIPS Standards for Asset Owners
Assistance to Asset Owner Considering Compliance with the GIPS Standards (NEW)
Steps an asset owner can take to attain compliance with the GIPS standards
Guide for Creating a GIPS Standards Policies and Procedures Manual for Asset Owners (NEW)
Guidance and sample policies to assist asset owners when creating their GIPS Standards Policies and Procedures Manual
Requirements Outside the Provisions for Asset Owners – September 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 Asset Owners.
Disclosure Checklist for Asset Owners - September 2022
Contains all required and recommended disclosures included in the GIPS standards and interpretive guidance. Asset owners 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 asset owners choose to be verified. This document can help asset owners select a verification firm.
You can find a list of Verifiers and Consultants here that can assist asset owners 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.