Loading lesson

Introduction to global investment performance standards

Ethical and professional standards · Lesson 4 of 4

Lesson 4 of 4

Ask a tutor

Lesson 4 of 4 · Ethical and professional standards

Introduction to global investment performance standards

3 quick checks≈2% of the testFoundational

Reading is free. Sign in to tick off lessons, keep your place and track your mastery.

By the end you’ll be able to

Explain the purpose, objectives, and intended benefits of the Global Investment Performance Standards (GIPS) for firms and investors.
Describe the fundamental concepts of GIPS, including fair representation, full disclosure, and firm-wide consistency in performance reporting.
Describe the scope of GIPS standards and the role of composites in presenting strategy-level performance.

0% read

Explain the role and limitations of verification and distinguish verification from a guarantee of investment results or manager skill.

Distinguish GIPS standards from the CFA Institute Code of Ethics and Standards of Professional Conduct and explain how the two frameworks complement each other.

This lesson hasn’t been written yet

CFA Level I lessons are written from the official syllabus the first time a learner opens them, then saved for everyone. Sign in and this one is written for you in a minute or two. It’s free.

Sign in Create a free account