Regulations and links

Below you will find a list of the most important links to investment performance knowledge resources. The list will be constantly updated.



GIPS 2010

As of 1 January 2011, the GIPS 2010 will become effective and replace the current version of the GIPS which became effective on 1 January 2006.



Revision of the GIPS Standards 

As of 1 January 2006, the revised GIPS became effective and replaced the former local country versions of GIPS. This revision of GIPS represents the most comprehensive and significant upgrade since their introduction in 1999.



CFA Institute – Performance Standards

The CFA Institute website is the major source of technical resources on Global Investment Performance Standards (GIPS).



Swiss Bankers Association – country sponsor of GIPS in Switzerland

The GIPS website of the Swiss Bankers Association provides various information on the status and resources of GIPS in Switzerland.



EIPC Guidance on Performance Attribution Presentation

Performance attribution has become an increasingly valuable tool not only for assessing asset managers' skills but also for facilitating a meaningful dialogue between investment managers and their clients. The European Investment Performance Committee (EIPC), in which representatives of PwC take an active part, has developed the Guidance on Performance Attribution Presentation. The Guidance represents reporting framework providing for a fair presentation of return and risk attribution results with full disclosure.

 

EIPC Questionnaire for Investors

The aim of this questionnaire is to help investors to determine the extent to which asset managerS' performance measurement and presentation satisfy best practice required under the Global Investment Performance Standards (GIPS).

EIPC Guidance for Recipients of Investment Reporting

Reporting for investment management clients is an important instrument of the dialogue between investment managers and their clients. It is crucial that the presentation of investment reporting is provided in a way that does not mislead the users and contains all necessary details to explain the underlying assumptions and concepts. European Investment Performance Committee (EIPC) has decided to take the initiative to address the needs of investment management clients for transparency and to issue a specific guidance in form of a questionnaire to draw their attention to relevant components of investment reporting and to provide a list of possible questions to ask investment managers with respect to reporting. This Guidance is primarily regarded as an educational paper for investors.