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Practical Guidance: The 2020 GIPS® Standards for Asset Owners

Download our white paper to learn key areas of focus when seeking to become GIPS compliant, requirements that are different for asset owners as compared to investment managers, and answers to commonly asked questions.

As a result of the increased transparency and due diligence on the part of asset owners, there is growing interest in attaining compliance with the Global Investment Performance Standards (GIPS) among the asset owner community. In the past, GIPS compliance for asset owners was difficult because there was no interpretive guidance for how the GIPS standards should be applied to their structure.

The 2020 GIPS standards were released with the goal of making GIPS compliance more relevant and easier to achieve for many different types of firms and organizations. The 2020 GIPS standards have eliminated asset class guidance in favor of product and vehicle-specific guidance, resulting in a more flexible structure that makes investment performance reporting more meaningful, including for asset owners.