GIPS Compliance Solutions

We work closely with advisers to assess whether the organization has complied with all composite construction requirements of the Global Investment Performance Standards (GIPS®) on a company-wide basis.

Our GIPS Compliance Services

While adhering to GIPS standards is voluntary, firms that claim compliance must adhere to all of the requirements and undergo regular independent verification. If you are looking to achieve GIPS compliance, our US Compliance Solutions team can assist your organization with the following:

  • Policy and procedure development – we ensure that your organization’s policies and procedures are designed to calculate and present performance in compliance with the GIPS standards
  • GIPS verification service – our team can help you to enhance your ability of winning new business by providing prospective investors with the comfort of extensive performance verifications
  • Knowledgeable investment professionals – our GIPS verification services are performed by investment professionals with proven abilities and experience in investment management practices, performance calculation procedures, and business processes. We closely follow GIPS standards and updates to the GIPS handbook
  • Establish GIPS-compliance composites – we work closely with emerging managers throughout the pre-verification process so that your organization can establish GIPS-compliant composites from the outset, allowing our team of experts to remove obstacles and challenges relating to your GIPS compliance.

To learn more about our GIPS compliance services, get in touch with your usual Compliance World  representative today.