Assessment and Planning
Reviewing existing procedures and infrastructural gaps and produce report and execution plan
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.