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.