Key Takeaway
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.
Episodes in Series
Global capital doesn’t fund stories — it funds proof. The Global Investment Performance Standards (GIPS®) 2020 provide a credibility framework built on fair representation and full disclosure, helping investment firms and asset owners present performance in a way decision-makers can trust. Yet most GIPS efforts don’t fail at performance calculation. They fail at the first question: which chapter applies?
That’s where the real confusion lives — especially Firm vs Asset Owner. GIPS 2020 separates the standards for Firms, Asset Owners, and Verifiers, making role clarity essential: Are you presenting performance to compete for mandates, or reporting to an oversight body for governance?
This episode series makes chapter selection practical and defensible, with decision tests, a step-by-step decision tree, real-world scenarios, and a toolkit of templates to support implementation and verification readiness.
How to use the episodes
If you’re just starting, read in order. If you’re already implementing, jump to the decision tree and scenarios, then come back to the structure and checklist.
Either way, the goal is the same:
Make the chapter decision once—correctly—and build a GIPS program that protects trust.
Episodes in the series
- Episode 1 — GIPS 2020 Chapter Selection: Why Firm vs Asset Owner Is the Real Compliance Challenge
- Episode 2 — What Changed in GIPS 2020: The Updates That Make Chapter Choice Different
- Episode 3 — Firm vs Asset Owner: The Two Decision Tests That Set Your Chapter
- Episode 4 — Chapters Explained: Firms, Asset Owners, Verification, and Link to GIPS Reports
- Episode 5 — Chapter Selection Decision Tree: A Step-by-Step Guide
- Episode 6 — Real-World Scenarios: Which Chapter Applies
- Episode 7 — Chapter-Selection Mistakes: The Traps That Derail Compliance
- Episode 8 — Implementation Checklist: Five Checks Before You Build
- Episode 9 — Readiness Roadmap: From Scope to Verification
- Episode 10 — Conclusion: The Chapter Choice That Protects Credibility
- Episode 11 — Next Steps: Synercate’s Chapter Selection & Scope Diagnostic
- Episode 12 — Visual Toolkit: Templates and Scorecards
- Episode 13 – Chapter Selection FAQ: Quick Answers at a glance
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