User:JMK2018/sandbox

Global Investment Performance Standards

Global Investment Performance Standards, or GIPS(r), were formally published in 1999. GIPS(r) are specific standards that dictate how investment performance data is tracked and presented to potential and existing clients.

These standards are maintained by the CFA (Chartered Financial Analyst) Institute. These global standards allow investors to compare firms' track record, 'apples to apples'. Without a global standard, firms are able to use different assumptions and rules, which can create very different results. Further, firms that choose to claim these standards then get their numbers independently verified to ensure compliance.  Use of GIPS(r)

Using these Global Investment Performance Standards is completely voluntary.