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Global Investment Performance Standards (GIPS®) Services 2019-05-21T15:56:27-05:00

Our Services

VERIFICATION RELATED SERVICES

FEEL CONFIDENT IN YOUR CLAIM OF COMPLIANCE WITH THE GIPS® STANDARDS.

  • Initial pre-verification services, involving consulting and an assessment of the asset manager’s policies and procedures, ensuring any gaps are addressed
  • Firm-wide verifications which follow a structured time-line and testing tailored to the client
  • Performance examinations done for one or more composite track records, providing additional comfort – often completed for highly marketed strategies
  • Continuous consulting, available year-round, to address issues as they arise, following the verification process

COMPOSITE MANAGEMENT SOLUTIONS*

SIMPLIFY YOUR COMPOSITE MAINTENANCE. SOLIDIFY YOUR COMPOSITE REPORTING PROCESS.

  • Assistance in the construction of composites and tracking of unassigned portfolios in accordance with the asset manager’s policies
  • Management of composite populations and calculating performance
  • Creation of composite compliant presentations and other marketing materials
*Composite management solutions are not available to verification clients.
GIPS® is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.