GIPS COMPLIANCE

INCREASE YOUR FIRM’S MARKETABILITY AND GROW ASSETS UNDER MANAGEMENT

Our GIPS Compliance specialists will provide your firm with a road map to achieve GIPS Compliance and completely prepare you for GIPS Verification; your firm receives expert guidance throughout the process, your resources are trained and all required documentation of policies & procedures is provided for you to maintain your claim of GIPS Compliance going forward.

 COMPOSITE CREATION & CALCULATION
 ACCOUNT/COMPOSITE RESULTS AUDIT
 DOCUMENT FIRM POLICIES & PROCEDURES

HISTORICAL TRACK RECORD CALCULATION & MAINTENANCE

PROPERLY CONVEY YOUR INVESTMENT STRATEGY TO CLIENTS & PROSPECTS WITH INSTITUTIONAL CALIBER REPORTING

Our performance measurement analysts and statistical reporting experts will compile your results data into meaningful, marketable performance presentations to assist with sales and marketing efforts and help build firm assets under management. 

 HISTORICAL TRACK RECORD COMPILATION
 CUSTOM BUILT REPORTS
SAMPLE REPORT TEMPLATES 

SYSTEM EVALUATION & SELECTION

NEED A BETTER CALCULATION ENGINE? MAXIMIZE PERFORMANCE SOFTWARE ROI

Rely upon our extensive knowledge of performance, attribution, GIPS, risk and analytic software packages to help your firm make confident technology decisions; whether you’re implementing a new system, migrating from disparate platforms or fine tuning an existing application we will help you make the transition seamless to your customers.

 PEFORMANCE APPLICATION SEARCHES & IMPLEMENTATIONS
 HISTORICAL PERFORMANCE CONVERSIONS

OPERATIONS ANALYSIS

ATTAIN DISTINCT & LASTING IMPROVEMENT IN REPORTING PERFORMANCE RESULTS

Our global operations experts have hands-on experience working in performance measurement groups so we “get it.” We analyze your operations environment, make recommendations and execute a plan to make substantial improvements in your firm’s ability to calculate and report investment results.

 DEVELOP EFFICIENT WORK FLOWS
 ON THE JOB TRAINING
 RECRUIT FULL-TIME PERFORMANCE STAFF