We welcome the opportunity to speak with you. If you are interested in a customized proposal on GIPS® compliance verification then please contact Christie Dillard at 866.279.0750 or Email.
Practice Highlights
- Provide verification services to more than 200 investment management firms that manage assets from under $100 million to over $400 billion.
- All verifiers are either CFA charter holders, CIPM charter holders, CFA candidates, or CIPM candidates
- Consultative, robust verification process that includes extensive client communication and support
- Professional to verification client ratio is low (1 to 10) by design.
- Our division’s focus remains solely on GIPS® Verification.
- Data Extraction software for Advent Axys users devised to minimize administrative burden.
- Frequent speakers at industry conferences and events.
- Thorough understanding of your portfolio software.
Why Verification
- Most, if not all, RFP’s sent by consultants and prospects inquire about compliance and verification.
- The SEC is increasingly scrutinizing claims of GIPS® compliance and performance presentations.
- Most, if not all, electronic manager databases query GIPS® compliance and verification.
- Verification portrays honesty and the desire to gain the trust of clients and prospects.
- Enhanced internal controls. Insufficient processes and procedures can lead to increased risk in performance reporting.
- Peace of mind. Several managers believe their current performance presentations may not accurately and fairly depict the performance of their strategies.