GIPS

APAFS™ as 

GIPS® Country Sponsor


 

 

Global Investment Performance Standards (GIPS®)
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 Asia Pacific Associatiion for Fiduciary Studies (APAFS) to promote the GIPS Standard.

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.

GIPS Vision and Mission Presentation 
This new edition of GIPS Vision and Mission presentation provides an overview of the GIPS standards: the provisions, new initiatives underway and resources available. This presentation is intended as a template resource to promote the GIPS standards. Please feel free to share this presentation with stakeholders in your local communities. 

GIPS Newsletter
CFA Institute distributes a monthly newsletter 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

Links:


Asset Owner Booklet May 2017 Communique   -   Understanding the GIPS Standards: A guide for asset owners.

?Fourth Edition of the GIPS Country Sponsor Communique    -   GIPS Country Sponsor Communique that contains a message by Carl Bacon, CIPM, GIPS Executive Committee chair, and an interview with the GIPS South Africa Country Sponsor representative, Sunette Mulder

County Sponsors & Translations   -   Link to Country Sponsor listing and link to various translations of the GIPS standards  -  http://www.gipsstandards.org/about//Pages/country_sponsors.aspx
http://www.gipsstandards.org/standards/Pages/currentedition.aspx

Committees   -  Country Sponsor Committees and a link to a list of the GIPS Committees   -   http://www.gipsstandards.org/governance/Pages/index.aspx

Presentations   -   Country Sponsor Presentations and link to the GIPS Standards – Mission and Vision Presentation - http://www.gipsstandards.org/compliance/Documents/gips_mission_vision_road_map.pdf

GIPS Compliance Form – Link to GIPS Compliance Form for Notification Requirement: http://www.gipsstandards.org/compliance/Pages/compliance.aspx. Firms may contact gipscompliance@cfainstitute.org for questions.

Organization Chart   -   Chart of the GIPS organizational structure -  http://www.gipsstandards.org/governance/Documents/gips_governance_structure.pdf

Publications   -  Country Sponsor Presentations and link to GIPS Investor Resources page: http://www.gipsstandards.org/compliance/Pages/articles.aspx