GIPS® Standards for Firms
Firms comply with the GIPS® standards to fulfill their ethical duty to fully disclose and fairly present performance, advance fair competitive practices within the industry, and respond to the demands of prospective clients and investors.
GIPS Standards for Firms (PDF)
GIPS Standards for Firms- Errata July 2020 (PDF)
Translated versions of the GIPS Standards for Firms:
GIPS Standards Handbook for Firms
The GIPS Standards Handbook for Firms includes an explanation of each provision contained in the GIPS Standards for Firms. Following each provision is a discussion that provides interpretive, authoritative guidance to help readers understand the provision.
GIPS Standards Handbook for Firms (searchable, shareable html)
GIPS Standards Handbook for Firms (PDF)
GIPS Standards Handbook for Firms – Errata September 2020 (PDF)
Guidance Statements
Guidance Statements include authoritative guidance on a particular topic and may contain additional topic-specific requirements and recommendations. Firms must comply with all Guidance Statements.
Content from prior Guidance Statements was included in the GIPS Standards Handbooks as much as possible. See the Archive webpage for prior Guidance Statements that have been archived.
See the Work in Process webpage for Guidance Statements that have been issued for public comments but have not been finalized.
Guidance Statement for OCIO Portfolios
Exposure Draft / Comments / Adopting Release
Guidance Statement on Benchmarks for Firms
Guidance Statement on Firms Managing Only Broad Distribution Pooled Funds
Guidance Statement on Overlay Strategies
Guidance Statement on Verifier Independence
Guidance Statement on Wrap Fee Portfolios
Q&A Database
The GIPS Standards Q&A database contains questions and answers on searchable topics to provide clarity on a specific issue. Q&As are authoritative guidance.
Tools
You can find documents that were created to help firms understand and implement the GIPS Standards on the Tools webpage.