Tools for Firms

The CFA Institute has provided a few self-help resources that can assist you and your Firm in becoming GIPS compliant.

Handbooks

2020 GIPS Standards for Asset Owners Handbook

2020 GIPS Standards for Asset Owners Handbook - With Explanations

2020 GIPS Standards for Firms Handbook

2020 GIPS Standards for Firms Handbook - With Explanatations

Tools for Firms

GIPS Implementation Resources from the CFA Institute - The above link is a link to the GIPS Implementation Resources and Tools for Firms Considering Compliance with the GIPS Standards.

Guide for Creating a GIPS Policies and Procedures Manual - This guide for creating a Policies and Procedures Manual does not cover every GIPS standards requirement and recommendation, but provides a good start resource for Firms wishing to become GIPS compliant.

Requirements Outside the Provisions for Firms - updated September 2025 - This refreshed reference summarizes important requirements that affect GIPS compliance but are located outside the GIPS standards provisions. It is a useful companion document when reviewing firmwide policies and compliance frameworks.

Disclosure Checklist for Firms - Updated September 2025 - The updated checklist helps firms assess whether all required disclosures are included in GIPS Reports. 

Benchmark Calculations Tool - Released in November 202 - This Excel based tool provides practical support for calculating benchmark returns in line with GIPS standards requirements and guidance. It is relevant for firms and asset owners.

Tools for Asset Owners

Introduction to the GIPS Standards for Asset Owners Requirements - This introductory guide explains the structure and intent of the GIPS Standards for Asset Owners, key terminology, and high level requirements—serving as a starting point for organizations considering adoption.

Introduction to the GIPS Standards for Asset Owners (for Boards and Decision Makers) - Designed specifically for governance bodies, this publication explains why the GIPS standards matter, what adoption entails, and how boards can support transparent and consistent performance reporting.

Asset Owner Performance Survey Report - This report shares insights from the latest global survey on asset owner performance measurement, reporting practices, and governance—highlighting trends and areas for continued improvement.

Tools for Fiduciary Management Providers (FMPs)

Guide for Creating a GIPS Policies and Procedures Manual - This guide for creating a Policies and Procedures Manual does not cover every GIPS standards requirement and recommendation, but provides a good start resource for FMPs wishing to become GIPS compliant.

Disclosure Checklist for Fiduciary Management Providers - This checklist supports fiduciary managers in assessing required disclosures for GIPS reports prepared under the GIPS Standards for FMPs.