GIPS Standards

GIPS Standards Information

The Global Investment Performance Standards (GIPS Standards) is a set of standardized, industry-wide ethical principles that provide investment firms with guidance on how to calculate and report their investment results to prospective clients.

GIPS Standards and CFA Institute

CFA Institute created and administers the GIPS standards and partners with local country sponsors around the world to promote the GIPS standards. The success of the Standards is the result of an alliance among experts within the global investment industry and partnerships with country sponsors.

Additional GIPS Standards Resources

Regularly refer to this list of resources for GIPS-related documentation, information or guidance for updates:

Codes and Guidance Webcasts/Podcasts Events

History of the AIMR-PPS and GIPS Standards

  • 1993: AIMR Performance Presentation Standards (AIMR-PPS) created by AIMR, the predecessor to CFA Institute.
  • 1999: Global Investment Performance Standards (GIPS) created and overseen by the Investment Performance Council (IPC).
  • 2006: AIMR-PPS standards dissolved and merged with the GIPS standards. GIPS Executive Committee replaces IPC.

Find out about:

Get answers to your questions with the AIMR-PPS database (these Q&As apply only for historical compliance purposes).