Chapter 4: Introduction to the Global Investment Performance Standards (GIPS)

In this section

• Purpose, Scope, and Historical Context of GIPS
  Explore the origins, objectives, and evolution of the Global Investment Performance Standards (GIPS), highlighting how they promote fair representation, comparability, and investor confidence across global markets.
• Key Concepts and GIPS Fundamentals
  Explore the core principles of GIPS, including standardized time-weighted returns, portfolio valuation, and ethical disclosures, to ensure transparent and credible performance reporting.
• Composites: Construction and Usage in Reporting
  Learn how to properly construct, maintain, and report on GIPS composites to uphold transparency and consistency in your investment performance presentation.
• GIPS Compliance and Verification
  Explore essential steps for claiming GIPS compliance, setting rigorous internal controls, and engaging independent third-party verification.
• Benefits and Challenges of GIPS Adoption
  Discover how Global Investment Performance Standards (GIPS) compliance can help your firm stand out through transparency and trust, while also exploring the common pitfalls and costs of implementation.
• Case Studies on GIPS for Emerging Market Firms
  Explore real-world GIPS implementations in emerging markets, highlighting adaptations, technology use, and reputational gains.