GIPS®- Global Investment Performance Standards

GIPS® – Global Investment Performance Standards

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 Danish Finance Society/CFA Society Denmark to promote the GIPS standards.

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.

Purpose 
The purpose of GIPS is:

  • Ensure accurate and consistent data
  • Obtain worldwide acceptance of a single standard for calculating and presenting performance
  • Promote fair, global competition among investment firms
  • Promote industry self-regulation on a global basis
  • Promote investor interests and instill investor confidence

GIPS Newsletter
CFA Institute distributes a monthly newletter 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

GIPS® Country Sponsor Committee Danmark:

Lars Bjerre Hansen, formand – SimCorp
Peter Luntang Christensen – PFA
Martin Bjørn Jensen, CFA – Danske Capital
Michael Steen, CIPM – LD
Henrik Wolff-Petersen – PandaConnect