Make Fairview your
performance partner

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.