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Recent Press Releases
2012 GIPS
Executive Committee Opening
The GIPS Executive Committee is seeking nominees to serve as Chair
of the Verification/Practitioner Subcommittee, composed of third-party
service providers that assist investment management firms in the
implementation and application of the GIPS standards.
Released 5 January 2012
The
GIPS Standards Expand to Peru
The GIPS Executive Committee is pleased to announce that Procapitales has been endorsed as the official sponsor of the Global Investment Performance Standards (GIPS) in Peru.
Released 25 September 2011
The GIPS Standards Expand to Luxembourg
The GIPS Executive Committee is pleased to announce that Luxembourg CFA Society has been endorsed as the official sponsor of the Global Investment Performance Standards (GIPS) in Luxembourg.
Released 22 August 2011
CFA Institute Announces New Appointments to the GIPS Executive Committee
CFA Institute has announced the appointment of three new members to the GIPS Executive Committee (EC), the decision-making body for the Global Investment Performance Standards (GIPS).
Released 27 June 2011
The GIPS Nominations Committee is seeking volunteers to serve on the GIPS Executive Committee. The GIPS Executive Committee is a nine-member committee that serves as the decision-making authority for the development, interpretation, and promotion the GIPS standards.
Released 21 January 2011
CFA Institute Announces New Appointments to GIPS Executive Committee
CFA Institute has announced the appointment of three new members to the GIPS Executive Committee (EC), the decision-making body for the Global Investment Performance Standards (GIPS).
Released 12 July 2010
Revised GIPS Standards to Provide New Requirements on Risk and Valuation
Updated GIPS standards are the result of the most comprehensive review since they were first introduced in 1999.
Released 17 January 2010
Register for the Upcoming GIPS Executive Committee Open Conference Call
The GIPS Executive Committee will hold an open conference call meeting on Friday 29 January 2010 at 9:00 a.m. ET to review and approve the 2010 version of the GIPS standards.
Released 19 January 2010
Four provisions, the error correction guidance statement, and a newly released Q&A go into effect on 1 January 2010.
Released 1 December 2009
GIPS in the News
Revisions to the GIPS guidance
statement on performance examinations
(PDF)
E&Y Newsletter / August 2011
Excerpt: The Exposure Draft of the Guidance
on Performance Examinations includes a significant number of changes:
expanded, sometimes more stringent, procedures, clarification of
execution and reporting requirements and consistency with the GIPS 2010
standards.
GIPS strategic plan 2015: An interview
with Jonathan Boersma (PDF)
E&Y Newsletter / August 2011
Excerpt: The GIPS standards fit very nicely
into the toolbox that the asset manager is using to rebuild integrity and
investor trust.
Hedge fund managers' processes are maturing: GIPS now address issues specific to hedge fund managers (PDF)
E&Y Newsletter / August 2011
Excerpt: Today, most investors expect firms
to be "GIPS compliant" and rely on performance reports that are
both accurate and verified. In this context, it is important to consider
certain strategic aspects as to why the GIPS standards are
increasingly important to hedge fund and alternative investment firms and
their investors.
Wealth managers' dirty secret
Financial Times / 5 June 2011
Excerpt: “You need to know what to ask,” says
Charlotte Beyer, chief executive of the IPI. “You have to ask for data in
the way that the Standards call for, ask how many accounts they have, how
much they’ve had in flows in and out, and ask about their performance
attribution."
Here's one way to beat the market
The Wall Street Journal / 4 June 2011
Excerpt: When mutual funds compare their return
to that of a stock index, they are required by the Securities and
Exchange Commission to include dividend income in the performance of the
index. Money managers abiding by voluntary guidelines known as the Global
Investment Performance Standards must do the same.
A strategy for an ethical standard (PDF)
Julian Le Fanu for NAPF News / Spring 2011
Excerpt: UK institutional investors have played a leading role in
the development of the Global Investment Performance Standards (GIPS) -
not surprisingly given the importance of the financial sector in the
economy.
Portfolio Institutional / 30 March 2011
Excerpt: There has been much talk in recent
times about the need for the financial sector to get back to basics.
Several causes may have combined to trigger the 2008 crisis, but the
bewildering complexity of many products and services is widely agreed to
have helped foster what was essentially a dysfunctional marketplace.
GIPS 2010: What every firm needs to know now (and how to react)
Investment Lawyer / March 2011
Excerpt: On January 1, 2011, CFA
Institute's 2010 revisions to the Global Investment Performance Standards
(GIPS) went into effect.
Read more GIPS in the news