The 2020 GIPS® Standards

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CFA Institute recently released the 2020 Global Investment Performance Standards (GIPS®) on June 28, 2019. The newest version represents the most significant changes since the 2010 edition of the GIPS standards went into effect on January 1, 2011. The updated GIPS standards are based on industry best practice and input received during the public comment period.

 

The effective date of the 2020 GIPS Standards is January 1, 2020. Firms are encouraged to early adopt at any time but must comply with all provisions of the 2020 GIPS Standards. Firms will effectively “flip a switch” when choosing when to comply with the 2020 GIPS Standards.

NEW! 2020 GIPS Compliance Gap Analysis

The 2020 GIPS Compliance Gap Analysis can assist you in assessing the impact of the 2020 GIPS Standards for your GIPS-defined firm. ACA will gain an understanding of the current state of your GIPS compliance program through on-site interviews and a review of materials. ACA will then conduct the gap analysis by identifying each proposed change that will impact your firm and the effort required to meet the new 2020 requirements. Each gap analysis can be highly customized based on the firm. The 2020 GIPS Compliance Gap Analysis results in a summary report and project plan that will assist the firm in implementing the new changes in a seamless and efficient manner. 

 

For more information on the 2020 GIPS Compliance Gap Analysis, please fill out our contact form or call Christie Dillard Horsman at +1 (866) 279-0750.

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Thought Leadership

The 2020 GIPS Standards: Top Changes You Need to Know

The goal of the 2020 GIPS Standards is universal adoption, acceptance, and support around the world. The recent changes attempt to accomplish this by allowing more applicability and flexibility for asset managers and asset owners alike. "The 2020 GIPS Standards: Top Changes You Need to Know" highlights a few of the initial key takeaways.

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The 2020 GIPS Standards: Opening Doors for Alternative Managers

One of the major initiatives of the overhaul of the GIPS standards was to make compliance easier for alternative managers. In the past, it did not make sense for many of these managers to claim GIPS compliance due to the absence of composites at such firms. However, given the lack of standardization of investment reporting in the alternative manager universe, and the new, more flexible structure of the GIPS standards, we see adoption of the GIPS standards as a very real possibility for many alternative managers that may have never considered doing so. "The 2020 GIPS Standards: Opening Doors for Alternative Managers" highlights a few reasons the new Standards should be appealing to alternative managers.

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Webcasts

Highlights from the 23rd Annual GIPS Standards Conference

The 23rd Annual GIPS Standards Conference, sponsored by CFA Institute, will be held in Scottsdale on September 11-12, 2019. Join ACA Performance Services' Chase Frei and Elena McKee-Dabbs on September 26, 2019 as we discuss highlights from the conference including an update on the 2020 GIPS Standards and other performance and regulatory topics.

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The GIPS Standards: Are You Ready for 2020?

Ready to get a jump start on how the 2020 GIPS Standards may impact your firm? ACA Performance Services’ Crista DesRochers and Gabe Glass highlight the material changes to the GIPS standards, including how the final version compares to the 2020 GIPS Standards Exposure Draft.

On Demand

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Upcoming Events

A First Look at the Final 2020 GIPS Standards

Please join ACA Performance Services and K&L Gates for a complimentary event focused on the material changes to the GIPS standards, including how the final version compares to the 2020 GIPS Standards Exposure Draft.

Boston

Date: August 8, 2019
Time: 8:30 a.m. - 11:00 a.m. EDT
Location: State Street Financial Center, One Lincoln Street, Boston, MA

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Chicago

Date: August 15, 2019
Time: 3:00 p.m. - 6:00 p.m. CDT
Location: 70 West Madison Street, Suite 3300, Chicago, IL

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GIPS Standards Conference

Join ACA Performance Services on September 11-12 in Scottsdale, AZ for the 23rd Annual GIPS Standards Conference. Receive $100 off the registration fee with the discount code GIPS19-Supporter.

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SS&C Deliver 2019

Join ACA Performance Services on September 17-19 in Orlando, FL for SS&C Deliver 2019. Stop by Richard Kemmling and Christie Horsman's session "The 2020 GIPS Standards and Emerging Performance Trends" on September 18 at 8:30 a.m.

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Past Events

The 2020 GIPS Standards Breakfast Roundtable (London)

Join ACA Europe on Wednesday, July 24, for a complimentary breakfast roundtable where we will discuss the 2020 GIPS Standards and how it may impact your firm. This event will give you the opportunity to discuss the impact the changes may have on your firm and how you go about claiming compliance with the 2020 GIPS Standards.

 

The 2020 GIPS Standards for Alternative Managers (New York)

Join ACA Performance Services on Tuesday, July 30, for a complimentary panel discussion focused on the recently released 2020 GIPS Standards. During the presentation, panelists will discuss common industry misconceptions related to achieving GIPS compliance along with solutions for effective implementation of a compliant program.

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