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Freshly GIPS® Compliant

Freshly GIPS Compliant firms must understand and consistently apply the Global Investment Performance Standards (GIPS®), with particular attention to ongoing requirements like GIPS Report distribution, advertising guidelines, error correction, annual compliance notification, and verifier independence. Achieving and maintaining compliance requires careful planning, documentation, and regular monitoring of regulatory updates to ensure fair and robust performance reporting.

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.

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