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GIPS Compliance Forum

The Global Investment Performance Standards (GIPS) Compliance Forum discusses legal and regulatory issues relating to performance measurement and reporting. Forum members discuss questions and issues relating to GIPS, its application, and implications at advisory firms. The Forum provides opportunities for members to consider and react to any CFA Institute proposals or GIPS innovations. The Forum shares information, discusses best practices, and sometimes hears from guest speakers. This Forum is aimed at legal and compliance personnel and employees that work with GIPS at firms claiming GIPS compliance or intending to do so.

Meeting Frequency:  Quarterly conference calls

See Other Committees Online Community

Forum Chair

Grace Man
Franklin Templeton

IAA Staff Liaison

Sanja Lamba
Associate General Counsel

We encourage all members to participate in our Committees, Working Groups, and Forums.

To join the GIPS Compliance Forum or its online community on the IAA Exchange, please contact iaaservices@investmentadviser.org or call (202) 293-4222.

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