Organizations that claim compliance with the Global Investment Performance Standards (GIPS®) are required to notify the CFA Institute via the GIPS Compliance Notification Form by June 30, 2025, and include data as of December 31, 2024. Note that the form can be submitted anytime between now and June 30 and is not dependent upon completion of an organization’s 2024 verification.
- Organizations submitting a GIPS Compliance Notification Form for the first time should use the initial form.
- Organizations submitting an annual update should use the update form.
Any organization not submitting their notification form by the June 30 deadline will not be in compliance with the GIPS standards and can not claim compliance until a submission is made.
Questions
For questions related to this requirement, please contact your ACA consultant or gipscompliance@cfainstitute.org.
How We Help
ACA is the only governance, risk, and compliance (GRC) firm that combines regulatory compliance expertise with deep investment performance knowledge, making us uniquely positioned to help firms meet GIPS requirements with confidence.
- Composite maintenance and calculation outsourcing: We can manage the entire GIPS compliance process, including composite maintenance, data validation, and GIPS standards’ reporting, enabling your team to focus on strategic priorities while we handle compliance with precision and efficiency.
- GIPS standards gap analysis: We can conduct a detailed assessment of your investment performance framework, identifying gaps specific to the GIPS standards and OCIO Guidance Statement while providing actionable recommendations to align your policies and reports with new requirements.
- GIPS standards consulting and verification: We can provide internal and external assurance with GIPS compliance consulting and verification. Verification is conducted on an annual basis looking at the prior periods as required by the GIPS Standards for Verifiers.
Reach out to your ACA advisor, or contact us here to learn how we can help you launch, grow, and protect your firm.