Roadmap to GIPS Compliance and Verification

December 12, 2014

This paper will demonstrate the importance of the Global Investment Performance Standards (GIPS®) in the marketplace and provide a roadmap for adopting the GIPS standards. We also want to demonstrate the benefits of claiming compliance with the GIPS standards and having the firm verified by an independent third party. The GIPS standards were created to provide an ethical framework for calculating and presenting a firm’s investment performance history. Claiming GIPS compliance may enable a firm to compete fairly against other firms across the globe and offer existing and prospective investors a higher degree of confidence, for comparison purposes, in the integrity of a composite’s historical track record. What follows is a comprehensive guide for firms seeking to claim compliance with the GIPS standards and be verified.


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