Gips Compliance

If you're working with investment firms that claim GIPS compliance or want to, this walks you through the CFA Institute standards for composite construction, performance calculation, and presentation. It covers the 2020 edition requirements, including how to handle terminated portfolios, time-weighted return calculations, and when non-discretionary accounts must be excluded. Useful when you're building composites, preparing client presentations, or figuring out whether a firm's track record actually meets GIPS standards. The all-or-nothing nature of GIPS compliance means you can't cherry-pick which strategies to include, so this helps navigate those constraints and error correction policies.

skills.sh installs: 689
GitHub stars: 224
last updated: Aug 21, 2026

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Install

$ npx -y skills add joellewis/finance_skills --skill gips-compliance --agent claude-code

Installs into .claude/skills of the current project.

Files

GIPS Compliance — Global Investment Performance Standards

Regulatory status current as of June 2026 — verify effective dates, dollar thresholds, and pending rulemakings against current SEC/FINRA/FinCEN and CFA Institute sources before advising.

Core Concepts

GIPS Overview and Applicability

The Global Investment Performance Standards are voluntary ethical standards maintained by the CFA Institute for calculating and presenting investment performance. GIPS are not law — no regulator mandates compliance — but they are widely adopted by investment managers seeking institutional mandates, as many institutional investors, consultants, and plan sponsors require or strongly prefer GIPS-compliant track records.

SKILL.md on GitHub

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