Introduction - GIPS

In this document, we cover two reading on Global Investment Performance Standards (GIPS) which are a part of the CFA Level I curriculum.

Reading 4: Introduction to Global Investment Performance Standards (GIPS)

In this reading we explain why the GIPS standards were created, who can claim compliance, and who benefits from the compliance. It also covers the construction and purpose of composites in performance reporting. Finally we explain the requirements for verification.

Reading 5: Global Investment performance Standards

This reading covers the Preface, Section I, and Section II of the GIPS Document.

Students are advised to download the GIPS Handbook from the CFA Institute Website, available at the following link.

https://www.cfainstitute.org/en/ethics-standards/codes/gips-standards