Tools for Asset Owners Considering Compliance with the GIPS Standards
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.
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GIPS Standards for Asset Owners
The requirements and recommendations of the GIPS Standards for Asset Owners
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GIPS Standards Handbook for Asset Owners
An explanation of each requirement and recommendation of the GIPS Standards for Asset Owners
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Assistance to Asset Owner Considering Compliance with the GIPS Standards (NEW)
Steps an asset owner can take to attain compliance with the GIPS standards
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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
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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.
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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.
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Suggested Questions For Prospective Verification Firms
(PDF) While verification is optional, many asset owners choose to be verified. This document can help asset owners select a verification firm
Service Providers
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