Q & A Database

The GIPS Standards Q&A database contains questions and answers (Q&As) on various searchable topics that provide additional interpretation on an issue. Q&As are considered to be authoritative guidance and must be followed in order to claim compliance with the GIPS standards.

Content from prior Q&As was included in the GIPS Standards Handbook as much as possible and many Q&As were archived. Change the Status drop-down filter to "Archived" to see the archived Q&As.

The GIPS Standards Helpdesk is available for individual questions and typically responds to inquiries within 3 business days.

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Effective

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1 Result

Archived

Effective: 1 January, 2014 - 31 December, 2019

Categories: Recordkeeping

Source: GIPS Executive Committee

We have records to support portfolio and composite performance; however, the records are stored in a system that is not operable and we do not have access to the records. Is this acceptable?

Records stored in a system that is not operable will not satisfy the requirements of the GIPS standards to capture and maintain all data and information necessary to support all items included in a firm’s compliant presentations.

Please also see original Q&A