Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

CFA Events Calendar

View full calendar

CFA Events Calendar

View full calendar

Recommended Discussions

See how our partners can help you ace your CFA exams.

GIPS Question

Hoping to clarify a GIPS requirement, specifically around the 5 year minimum required to be able to claim GIPS compliance. I know it says 5 years minimum or since inception. Does that mean that as a new company if I can show 1-4 years of compliance since inception I am good to go, but as an established company I can't claim compliance until I've got 5 years under my belt of following the guidelines? So new company, first year out of the gate and I'm compliant after year one, but older company I need 5 years...

Or is it, as a new company I need to report GIPS compliant reports for the first 5 years of life and can't claim compliance until that fifth year?



Sign In or Register to comment.