For more than fifteen years, MMB has been providing verification services to asset management firms throughout the United States. 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 fee structure that is often lower than other firms.
 

Why Verification?

Peace of mind.  Oftentimes, managers believe their current performance presentations may not accurately and fairly depict the performance of their strategies.

To save time.  Many managers may waste time with performance reporting because they have insufficient internal controls and lack proficiency with available software systems.

To be more marketable.  Most, if not all, RFPs sent by consultants and prospects inquire about compliance and verification.

The SEC. The SEC in general is increasingly scrutinizing claims of GIPS compliance and performance presentations.

The CFA. The CFA Institute strongly encourages verification.

The yes answer. Most, if not all, electronic manager databases query GIPS compliance and verification.

 

For more information contact:

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