Guidance Statement Archive
This archive contains the original Guidance Statements as approved by the Investment Performance Council. These have been replaced by current guidance to reflect the current GIPS standards.
| 2008 |
Error Correction (PDF)
Adopted June 08
| 2006 |
Record Keeping (PDF)
Adopted July 07 / Adopting Release (PDF)
Calculation Methodology (PDF)
Revised as of Jan 06
Closed 10/30/02 / Comments Received
Composite Definition (PDF)
Revised as of Jan 06
Adopting Release (PDF)
Closed 12/31/01 / Comments Received
Definition of the Firm (PDF)
Revised as of Jan 06
Adopting Release (PDF)
Closed 12/31/01 / Comments Received
Performance Examinations (PDF)
Adopted Oct 06 / Adopting Release (PDF)
Closed 01/09/06/ Comments Received
Performance Record Portability (PDF)
Revised as of Jan 06
Adopting Release (PDF)
Private Equity (PDF)
Adopted Dec 03
Adopting Release (PDF)
Real Estate (PDF)
Adopted Dec 03
Adopting Release (PDF)
Treatment of Carve-Outs (PDF)
Revised Jan 06
Closed 9/15/02 / Comments Received
Treatment of Significant Cash Flows (PDF)
Revised Jan 06
Adopting Release (PDF)
Closed 10/31/01 / Comments Received
Use of Supplemental Information (PDF)
Revised as of Jan 06
Adopting Release (PDF)
Closed 11/15/02 / Comments Received
Verification (PDF)
Revised as of Jan 06
Closed 7/31/01 / Comments Received
| 2005 |
Wrap Fee/Separately Managed Account (SMA) Portfolios (PDF)
Adopted Aug 05
Closed 01/19/05 / Comments Received
| 2004 |
Calculation Methodology
Guidance Statement (PDF)
Adopted March 2004 / closed 10/30/02 / Comments Received
Treatment of Carve-Outs
Guidance Statement (PDF)
Adopted March 2004 / closed 9/15/02 / Comments Received
Gold GIPS Standards
Closed 08/13/04 / Comments Received
| 2003 |
Fees Provisions
Guidance Statement (PDF)
Adopted Dec 03
Calculation Methodologies
Guidance Statement (PDF)
Adopted 4/1/2004
Leverage & Derivatives
Use of Leverage and Derivatives (PDF)
Closed 01/19/05 / Comments Received
Supplemental Information
Guidance Statement (PDF)
Adopted October 2003
| 2002 |
Treatment of Significant Cash Flows
Guidance Statement (PDF)
Adopting Release (PDF)
Adopted March 2002 / closed 10/31/01 / Comments Received
Definition of the Firm
Guidance Statement (PDF)
Adopting Release (PDF)
Adopted March 2002 / closed 12/31/01 / Comments Received
Verification
Guidance Statement (PDF)
Adopted March 2002 / closed 7/31/01 / Comments Received
Composite Definition
Guidance Statement (PDF)
Adopted March 2002
Wrap Fee
Closed 10/31/02 / Comments Received
Advertising Guidelines
Adopting Release (PDF)
Closed 12/31/02 / Comments Received
| 2001 |
Composite Definition
Adopting Release (PDF)
Closed 12/31/01 / Comments Received
Record Portability
Guidance Statement (PDF)
Adopting Release (PDF)
Adopted May 2001