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GIPS Compliance

How to Survive a GIPS Verification Part 2: Kick-off and Initial Data Request

Want to properly kick-off your GIPS verification & understand what your verifier needs & why? Read on & access free downloads to get started.
GIPS Compliance

How to survive a GIPS verification Part 1: Setting up for success

Starting a GIPS verification or trying to re-ignite a stalled one? Here's how to set up your verification to make it to the finish line.
Investment Performance

Analyzing Investment Performance with Alpha & Beta

Analyzing alpha & beta: Demonstrate how your active management is adding value instead of risk. Understanding alpha and beta can help you…