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Our professionals have been involved in providing GIPS services since the inception of the standards in 1993. Our approach is based on significant senior level involvement, allocating 50% - 70% of the budgeted engagement hours to partner and senior verifier time. By doing so, our value proposition is based on experienced professionals providing efficiencies during the fieldwork phase of each engagement, while maintaining a competitive fee structure.
Why Verification?
Marketability. Most, RFPs sent by consultants and prospects inquire about compliance and verification.
Time. Many managers waste time with performance reporting because they have insufficient internal controls and lack proficiency with available software systems.
Peace of mind. Oftentimes, managers believe their current performance presentations may not accurately and fairly depict the performance of their strategies.
The CFA Institute. The CFA Institute strongly encourages verification.
The yes answer. Most, if not all, electronic manager databases query GIPS compliance and verification.
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Pre-Verification &
Compliance Consulting
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GIPS Verification
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Performance Examination
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Calculation methodologies
Review of marketing and advertising disclosures
Assistance with policies and procedures manual
Composite construction guidance
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Provde an opinion regarding compliance with all composite construction requirements of GIPS on a firm-wide basis for a designated period of time
Verify that a company's processes and procedures are designed to calculate and present performance results in compliance with GIPS
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More in-depth than a GIPS verification
Provide a more detailed and focused examination of a specific composite
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For more information contact:
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Request a Quote.
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