GIPS in Switzerland

This website provides you with information about the GIPS Standards, their practical application in Switzerland and GIPS events as well as presentations concerning GIPS.

The Global Investment Performance Standards (GIPS) are a set of principles that are in use worldwide and enjoy global acceptance. They provide investment firms with guidance on how to calculate and report their investment results to prospective clients. The standards are based on the principles of fair representation and full disclosure of information and provide investors with the possibility to compare investment performances of asset managers worldwide. Originally created to meet the needs of institutional investors, the GIPS Standards are nowadays also increasingly used in Private Banking.

The GIPS Standards are a voluntary self-regulatory initiative of the global financial industry and are administered by CFA Institute. In 2010 the GIPS Standards were completely revised to reflect the developments on the financial markets. In the course of this revision, all Guidance Statements and Q&A within the GIPS framework were also aligned to the 2010 edition of the GIPS Standards. The current version of the GIPS Standards is available on the GIPS homepage.

The Swiss Bankers Association (SBA) is the official country sponsor (representative office) for GIPS in Switzerland. The SBA is also responsible for the administration of GIPS in Switzerland. Together with its GIPS Expert Group, which consists of representatives of banks, investment managers and audit firms, the SBA promotes GIPS in Switzerland, organizes events and workshops on GIPS, coordinates the position of Swiss users of GIPS on developments and interpretations of the Standards and acts as a link to the global GIPS standard-setting bodies and the CFA Institute. Several members of the GIPS Expert Group represent Switzerland within the international GIPS committees.