Make Fairview your
Global Investment Performance Standards (GIPS®) 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.