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Global Investment Performance Standards (GIPS)

Global Investment Performance Standards (GIPS)

A set of standards which investors use to present their investment results.

A set of standards which investors use to present their investment results.

More terms

Base rate

What's the base rate?

Packaged Retail and Insurance-based Investment Product (PRIIP)

An investment where, regardless of its legal form, the amount repayable to the retail investor is subject to fluctuations.

Accounting standards

The rules a company follows when preparing financial statements.

Know Your Customer (KYC)

A legal requirement for financial firms to understand exactly who their customers are. Used to prevent money laundering and terrorist financing.

LSE

London Stock Exchange, which was founded in 1571 and now has a market cap of almost $5 trillion.

Depository

We look at what is a depository and what role they play in keeping markets work.

OEIC

Unique to the UK, these funds pool together money to invest from multiple investors.

W-8BEN Form

Non-US individuals and businesses may have to file this form for the Internal Revenue Service (IRS), the US tax authority.

Rate of Return

Profit on an investment, expressed as a percentage of the investment.

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