Global Investment Performance Standards

85% of the world’s top asset managers claim GIPS compliance. Ensure that you are fully compliant and have quality verification so that institutional investors aren’t overlooking you.

Assessment and Planning

Reviewing existing procedures and infrastructural gaps and produce report and execution plan

Implementation and Technology

Streamline procedures, define enterprise standards and implement new or bespoke solutions with support

Verification and examination

An independent and detailed examination of procedures and controls to ensure GIPS standards compliance

Development and verification of GIPS standards

Our team of CIPM and CFA charterholders provide consulting on all GIPS matters – from planning, pre-verification and implementation, to verification

For a firm becoming GIPS compliant for the first time, implementing the required standards can prove to be a complex exercise. Our team of experienced buy-side consultants help with every step of the process.

We work with you to identify current gaps and establish the governance, policies and procedures necessary to achieve and remain GIPS compliant. Our framework is robust and supports you through the 9 major sections of the GIPS standards. Our emerging technology and systems implementation expertise means we are equipped to support the process with automation – easing the burden associated with data management.

For firms already claiming GIPS compliance, verification is an important and ongoing requirement to assure clients. Our team of experienced consultants independently assess compliance gaps on a firm-wide basis and provide the required verification report.

Whitepapers

Performance measurement trends

We work closely with regulators and other leading institutions to understand the latest issues, trends and opportunities. We publish regular pieces on a variety of buy-side topics, and host our own thought-leading discussion forums and round table events.

In this paper, Alexander Helter discusses the transition towards a standardised regulatory framework in APAC and the enhanced demand for managers to verify their GIPS compliance claims.

Alexander Helter, CFA, FRM, CAIA, CIPM is a Senior Business Consultant at Stradegi Consulting.

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