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Global Investment Performance Standards (GIPS)

The Global Investment Performance Standards (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 administers the GIPS standards and has partnered with local country sponsors around the world to develop and promote the 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 Standards are consistently applied, interpreted, and expanded with broad public comments.

CFA Charterholder Program

Topic Weight
Level I
15% - 20%
Level II
10% - 15%
Level III
10% - 15%
GIPS Standards Documents
Handbook contains explanations of provision sections 1 - 8
GIPS Standards For Firms GIPS Standard Handbook
Link to CFA Institute: GIPS Standards Website
GIPS is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.