If you evaluate RIA-managed separate accounts for clients, chances are you've been shown historic performance records with a "GIPS seal of approval."
GIPS stands for Global Investment Performance Standards, a set of principles introduced in 1999 by a group then known as the Association for Investment Management and Research – and now the CFA Institute.
Industry surveys have shown that more than three-fourths of discretionary fund managers with $5 billion-plus in AUM are GIPS-compliant. More than half of investment consultants who select money managers for institutions say they include GIPS compliance in their screening.
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