Practical Guidance: The 2020 GIPS Standards for Asset Owners

January 28, 2020
On Demand

Your desk!


The popularity and worldwide adoption of the Global Investment Performance Standards (GIPS®) by investment management firms is largely due to demand by asset owners. In the interest of risk management, asset owners increasingly require external investment managers to comply with the GIPS standards.  

CFA Institute first released guidance specifically for asset owners in 2014. Notable updates in 2017 made it possible for an asset owner to bring only one year into compliance with the GIPS standards (compared to the minimum requirement of five years for firms). The 2020 edition of the GIPS standards, released in June 2019, was designed to facilitate adoption among more asset managers, particularly in the alternatives space. We expect this to translate into more asset owners, including pension funds, endowments, foundations, and others start to claim compliance as well.
Please join ACA for a complimentary webcast focused on the 2020 GIPS standards specific to asset owners. During the webcast, we will discuss common industry misconceptions related to achieving GIPS compliance along with solutions for effective implementation of a compliant program.

Discussion Topics

This webcast will include:

  • Key areas of focus for asset owners when seeking to become GIPS compliant
  • Requirements that are different for asset owners
  • Answers to commonly asked questions