Investment Performance and GIPS Consulting

Expert resources that support your firm’s GIPS compliance and investment performance needs

Become GIPS Compliant

Simplify the process of becoming GIPS compliant by letting us do the work for you. Our GIPS Consultants do everything from drafting GIPS policies & procedures to building your composites and guiding you through the GIPS verification process.

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Maintain GIPS Compliance

Focus your energy on what you do best and allow our GIPS experts to manage your ongoing compliance for you. We are available to maintain your composites, calculate composite statistics, and interface with your GIPS verifier on your behalf.

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Calculate Performance

Allow our expert team to calculate returns-based, risk-adjusted performance statistics, back-tested model performance, historical portfolio track records, or portfolio/household performance aggregated from account-level data.

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Want an easier way to do it yourself?

Use our tools to automatically calculate composite performance and identify deviations from policies. This allows your team to simplify composite construction and maintenance on their own.

Not Sure if Your Firm is Ready for GIPS?

Take our GIPS readiness assessment to see if your firm is prepared to comply with the GIPS Standards.

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Part 2: Creating GIPS Policies and Procedures

Calculation Methodology, Books & Records, Composite Definitions & Rules, and Error Correction Policies As discussed in Part 1 of this two part series, GIPS compliant firms are required to document how they comply with the GIPS requirements as well as any recommendations that the firm chooses to follow. This document ...
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Part 1: Creating GIPS Policies and Procedures

Firm Definition and Definition of Discretion GIPS compliant firms are required to document how they comply with the GIPS requirements as well as any recommendations that the firm chooses to follow. This document acts as the firm’s internal representation of their GIPS compliance, and is intended to state the firm’s ...
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How to Become GIPS Compliant

Many firms are interested in becoming GIPS compliant, but are intimidated by the initial process of bringing their firm into compliance. As long as you know the steps to become GIPS compliant and understand the options you have to complete each step, this process is very manageable. The information provided ...
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Investment Performance and GIPS Consulting

Are you interested in learning more about our consulting services? Talk to one of our GIPS consultants or performance experts today!

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