GIPS Committees and Working Groups
Firms of all sizes frequently ask about the relevance and importance of forming a GIPS® Committee within their organization. Startup firms debate whether a GIPS Committee provides any added value when limited personnel causes constraints on resources. Conversely, well established, global entities often see the added value in having a committee but must weigh the operational burdens involved.
ACA Performance Services has surveyed a sample of our client base, including firms of various sizes, and put together a summary of the most frequently asked questions about GIPS Committees. The white paper linked below covers the following topics and more:
- Maintaining a GIPS Committee or an informal working group
- Application of a GIPS Committee within startup firms as well as established global entities
- Frequency of committee meetings
- Committee meeting topics and activities
- Examples of GIPS Committee charters and meeting minutes
More Information
ACA has helped many firms in their efforts to claim compliance with the GIPS standards. For more information or questions, please reach out to your ACA consultant or contact us below.
Related insights
Navigating U.S. After-Tax Performance: Best Practices in Tax-Managed Strategies
Tax management strategies provide significant benefits that are not always clear in a standard performance methodology, but performance metrics are essential to accurately assess the strategy’s effectiveness.
- Performance
White Paper: SEC Marketing Rule, GIPS Standards, and FINRA RN 20-21 - What Sets Them Apart?
A practical guide to navigating key compliance standards for financial marketing.
- Performance
- SEC Marketing Rule
- GIPS Standards
Continued Demand for Credit Managers Who are GIPS Compliant
In recent years, demand for public and private credit firms to claim compliance with the Global Investment Performance Standards has increased.
- Performance