Gips Compliance
JoelLewis/finance_skills/plugins/compliance/skills/gips-complianceby JoelLewis5c498eacf7057e31238c4c5a8012a1afe9ec7c8aNo licenseListed Oct 9, 2026Updated Oct 9, 2026
Ensure firms claiming GIPS compliance under the CFA Institute Global Investment Performance Standards satisfy requirements for composite construction, performance calculation, presentation, and verification. Use when the user asks about building composites, time-weighted return calculation under GIPS, GIPS Reports and pooled fund reports, error correction policies, wrap fee or SMA program performance under GIPS, GIPS verification, or GIPS advertising guidelines. Also trigger when users mention 'claiming GIPS compliance', 'composite membership rules', 'terminated portfolio returns', 'gross vs net of fees under GIPS', or 'GIPS verification findings'. (For SEC Marketing Rule and FINRA 2210 regulatory compliance of marketing materials, use advertising-compliance.)
Only the file list is public. File contents are available once the skill is installed in a workspace.
| Path | Size | Type |
|---|---|---|
| references/presentation-elements.md | 2.7 KB | text/markdown |
| SKILL.md | 35.2 KB | text/markdown |
Source and attribution
Source:JoelLewis/finance_skillsinplugins/compliance/skills/gips-complianceat commit5c498ea
License: No license
Content belongs to its original authors. SourceWeft indexes it from a public repository.
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