GIPS Compliance & Verification
Verification is an opportunity to turn over your firm’s GIPS policies and procedures and required performance disclosures for independent review. Our team will confirm that your materials are complete and reflect what you are actually doing, identify necessary corrections, and suggest optional best practices or ideas for increased efficiencies. This gives you, and your prospective investors, assurance that you are truly in compliance.
Your firm may also choose to add a performance examination to your verification to provide more in-depth testing of a specific composite or fund’s GIPS Report. This allows you to claim that that strategy’s performance has been audited or examined.