Become GIPS Compliant
Improve your internal compliance procedures and get noticed by institutional investors
How We Help You Become GIPS Compliant
Enhance Your Marketing Efforts
Get recognized by investment consultants and institutional investors
According to eVestment, two out of three searches made in their database by investors or consultants are set to exclude firms that are not GIPS compliant. Don’t be overlooked! With our help, becoming GIPS compliant is a realistic goal for your firm.
Improve Your Compliance Program
Comply with industry best practices
Many firms have inconsistencies in the way fees are recorded, income is accrued, valuations are determined, etc. The practice of documenting and implementing GIPS policies and procedures is an excellent way to ensure your firm is consistent in your practices across your firm.
Strengthen Your Client Reporting
Provide your clients with timely and accurate performance statistics
Although GIPS is focused on presenting performance information to prospective clients, the clean-up of the input data used to calculate performance for prospects naturally results in more reliable data used to calculate investment performance statistics for your current clients as well.