Investment Performance Resources

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Investment Performance Industry Resources

Investment Performance Related Websites

The Spaulding Group - GIPS Help Website

This website is a forum and "sounding board" for questions and information related to the Global Investment Performance Standards®. After registering, visitors to the site can post any GIPS related questions.

CFA Institute - Global Investment Performance Standards (GIPS) Website

The GIPS standards are a set of standardized, industry-wide ethical principles that provide investment firms with guidance on how to calculate and report their investment results to prospective clients.

CFA Institute - Investment Performance and Evaluation Website

 

Universal Advisor Performance Standards - UAPS Website

The UAPS provides a consistent methodology and format for advisors working in the retail, brokerage and high net worth markets to calculate and report investment returns to current and prospective clients.