Resources

Year-End Checklist for GIPS Compliance and GIPS Report Updates

The fourth quarter is ideal for reviewing GIPS Compliance and preparing updates to your GIPS Reports. Suggested tasks to complete for this review are listed below. To avoid the December crunch, it’s best to stagger these tasks throughout the quarter.

Budgeting Season: A Strategic Time to Reevaluate GIPS® Verification Costs

As the calendar year winds down, firms across the asset management industry are turning their attention to one of the most critical annual tasks: budgeting. This season presents a valuable opportunity not only to review expenses but also to make strategic decisions that can enhance operational efficiency and reduce costs without compromising quality.

Planting Seeds of Trust with GIPS Compliance

At first glance, the Global Investment Performance Standards (GIPS®) might seem like a world away from gardening. However, as a firm that specializes in GIPS Compliance and verification, we see useful parallels every day. Just like tending to a thriving garden, becoming a GIPS Compliant firm takes patience, structure, and consistent care.

Featured Articles

Year-End Checklist for GIPS Compliance and GIPS Report Updates

Budgeting Season: A Strategic Time to Reevaluate GIPS® Verification Costs

Planting Seeds of Trust with GIPS Compliance

Resources