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HKSFA Annual General Meeting - 15th January 2019
The upcoming Annual General Meeting (AGM) will be held on 15th January 2019 (Tuesday). The AGM Notice and Nomination Notice were sent to all Regular Members on 12th December 2018. Please click the following links for details of the notices and audit report (only accessible by members). Please be reminded that the nomination closing date is 31st December 2018 (Monday).
GIPS
Global Investment Performance Standards (GIPS Standards)
The GIPS Standards are a rigorous set of investment performance measurement Standards adopted in 37 countries and recognized around the world for their unparalleled credibility, integrity, scope, and uniformity, enabling direct comparability of a firm’s track record.

The HKSFA Investment Performance & Risk Committee has been providing local market support and input for the GIPS Standards. We are eager to hear from you and to present Hong Kong specific issues (if any) to the GIPS Executive Committee.

The GIPS Standards
The 2010 edition of the GIPS standards was adopted on 29 January 2010 and becomes effective on 1 January 2011.
2010 edition of the GIPS standards (effective 1 January 2011)

The 2005 edition of the GIPS standards was adopted on 4 February 2005. The effective date for the 2005 edition of the GIPS standards was 1 January 2006.
2005 edition of the Global Investment Performance Standards (GIPS) (PDF)
Corrections and amendments to the 2005 edition of the GIPS standards (PDF)

Endorsed Translations (2005 edition)
Simplified Chinese (PDF)

The GIPS Handbook
GIPS Handbook, 3rd Edition, 2012

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