Reminder: Annual Deadlines Related to GIPS® are Approaching
May 20, 2025
Annual GIPS Compliance Notification Form – Due 6/30/2025
For firms that claim GIPS compliance, the firm must update and submit their Annual GIPS Compliance Notification Form through the GIPS website by June 30th, 2025.
Outsourced Chief Investment Officer Performance Composites
The effective date of the Guidance Statement for Outsourced Chief Investment Officer (OCIO) Portfolios is December 31, 2025.
GIPS Reports for required OCIO Composites that include performance for periods ending on or after December 31, 2025, must be prepared in accordance with the Guidance Statement for OCIO Portfolios.
GIPS® is a registered trademark owned by CFA Institute.
