CFA Institute Releases 2020 Global Investment Performance Standards (GIPS®)

Comprehensive update to standards adding relevance for alternative  investment strategies and pooled funds

CFA Institute has released the 2020 edition of the CFA Institute Global Investment Performance Standards (GIPS®) following a public comment period. The 2020 GIPS standards will take effect January 1st. The GIPS standards are a set of standardized, industry-wide ethical principles that guide investment managers and asset owners on how to fairly calculate and present their investment results, with the goal of promoting performance transparency and comparability.

Christian Dreyer, CFA, CEO of CFA Society Switzerland: “We are proud of the new version of GIPS, which is supported in Switzerland by the Swiss Funds & Asset Management Association (SFAMA). Setting industry standards is one of the most important tasks of our organization. We expect the new version of GIPS to receive even greater recognition from institutional investors such as pension funds and insurance companies thanks to its extended scope of application.

Press Release (English)

Medienmitteilung (Deutsch)

Communiqué de presse (Français)

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