GIPS 2020 chapter selection is determined by the role you play when presenting performance, not just your organization’s label. Use the two tests: (1) are you presenting performance as an investment manager competing for business (Firms), or as an asset owner reporting to an oversight body (Asset Owners)? (2) are you making a GIPS compliance claim and distributing reports externally (or to the oversight body)? This series explains Chapters A–D, how verification fits, and provides a practical decision tree, scenario guidance, and downloadable templates to document scope, control report delivery, and build verification readiness.