GIPS

                     APAFS™ as 
         GIPS® Country Sponsor

APAFS is an endored Country Sponsor (Micronesia) authorized by the GIPS Executive Committee to promote the GIPS standards. The GIPS ® trademark & logo and the GIPS standard are owned the CFA Institute.

 


 

 

Global Investment Performance Standards (GIPS®)
The GIPS standards are a set of ethical principles used by investment management firms in order to establish a globally standardized, industry-wide approach to creating performance presentations that communicate investment results to prospective clients.  The underlying spirit of the Standards is fair representation and full disclosure. CFA Institute created and continues to administer the GIPS standards and partners with organizations around the world such as the Asia Pacific Associatiion for Fiduciary Studies (APAFS™) to promote the GIPS Standard.

To facilitate and maintain the integrity of the GIPS standards, new performance standards are created as needed by the industry and new procedures and controls are implemented to ensure that the GIPS standards are consistently applied, interpreted, and expanded with broad solicitation of public comments. Check out the GIPS Standards Fact Sheet for more information on the GIPS standards.

GIPS Vision and Mission Presentation 
This new edition of GIPS Vision and Mission presentation provides an overview of the GIPS standards: the provisions, new initiatives underway and resources available. This presentation is intended as a template resource to promote the GIPS standards. Please feel free to share this presentation with stakeholders in your local communities. 

GIPS Newsletter
CFA Institute distributes a monthly newsletter to thousands of subscribers worldwide with announcements related to the GIPS standards.  To subscribe to the GIPS newsletter, please write to standards@cfainstitute.org.

GIPS Website
http://www.gipsstandards.org

GIPS Helpdesk
gips@cfainstitute.org

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CFA Institute has released the 2020 edition of the Global Investment Performance Standards (GIPS®) set to take effect 1 January 2020. This marks an important milestone in the evolution of the GIPS standards to ensure their relevance for all asset classes and asset managers.

The updated GIPS standards are based on industry best practice and input received during the public comment period. The changes empower more investment managers and asset owners to embrace investment performance transparency and industry-wide comparability.

The 2020 GIPS standards include chapters for each of the three key audiences:

With the issuance of the 2020 GIPS standards, the online presence for the GIPS standards is moving from www.gipstandards.org to the CFA Institute website, so please update your bookmarks or favorites.

2020 GIPS Standards: Additional Resources

Read the Adopting Release for Asset Owners
Read the Adopting Release for Firms
Read the Adopting Release for Verifiers