Best Practices

At Santander Asset Management, we are committed to following the industry’s best practices. In line with this commitment, we have adopted the Global Investment Performance Standards (GIPS®) in the UK. Santander AM UK claims compliance with the Global Investment Performance Standards (GIPS®) and has been verified by an independent third party for the periods of 31/12/2009 to 31/12/2015. Santander AM UK is the UK division of Santander Asset Management and manages assets across equities, fixed income and multi-asset solutions, mainly for UK clients. For a list of descriptions of composites and / or a presentation in compliance with the GIPS standards, please e-mail: samgbperformaceportfolio@santanderam.com.

First published in 1999 by the AIMR® (now the CFA Institute®), GIPS® are a set of ethical self-regulation standards for the reporting of results that ensure the fair representation and full disclosure of investment returns. The standards set out a series of mandatory requirements as well as non-binding recommendations regarding all aspects involved in the calculation and presentation of results, including: source data, methodology for calculating returns, creation of aggregates, relevant information and the presentation of results.

Our certainty of the importance and benefits of adopting the GIPS® standards in the investment industry, have led us at Santander Asset Management to initiate a project to extend these GIPS® standards to the other countries where we have a presence, and to be in GIPS® verified in each and every one of the countries in which we operate.

Related Documents

GIPS® Policy Document (PDF 866KB)

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