Firms and asset owners claiming compliance with the Global Investment Performance Standards (GIPS®) are required to notify CFA Institute of their claim of compliance annually by June 30, 2022.
Organizations that are newly claiming compliance with the GIPS standards must submit the GIPS Compliance Notification Form before publicly claiming compliance. The link for first time notifiers is here: Initial Form link.
Once an organization claims compliance, it must submit an updated GIPS Compliance Notification Form annually. The annual update link can be accessed here: Update Form link.
The required information is minimal, including:
- Firm or asset owner name;
- Primary and secondary contact details; and
- Whether the firm or asset owner has been verified within the past 24 months.
There are additional, optional questions that, if answered, must be current as of December 31, 2021. Only the name of the firm or asset owner and a link to the website, if provided, are made public by CFA Institute. Firms and asset owners may choose to not have their names listed on the website.
If you have questions about the GIPS compliance and/or the notification deadline, contact Fairview Performance Services today. We have more than 40 years of experience and deep expertise in GIPS® standards and can be a resource for any GIPS-related needs you may have.