We welcome the opportunity to speak with you. If you are interested in a customized proposal on GIPS® compliance verification then please contact Christie Dillard at 866.279.0750 or Email.
Practice Highlights
- Provide verification services to more than 200 investment management firms that manage assets from under $100 million to over $400 billion.
- All verifiers are either CFA charter holders, CIPM charter holders, CFA candidates, or CIPM candidates
- Consultative, robust verification process that includes extensive client communication and support
- Professional to verification client ratio is low (1 to 10) by design.
- Our division’s focus remains solely on GIPS® Verification.
- Data Extraction software for Advent Axys users devised to minimize administrative burden.
- Frequent speakers at industry conferences and events.
- Thorough understanding of your portfolio software.
Industry Information
Below is a list of our most recent newsletters (Adobe Acrobat Reader required).
SEC & GIPS® Advertising Guidelines- ACA Beacon Core Beliefs
- Philip Lawton Interview on GIPS®
- Large Cash Flows & 2010 Revaluation
- Benefits of Performance Exams
- Client Assurance Letter
- Selecting Benchmarks
- GIPS® in the Madoff Era
- Advertising Guidelines
- Single Account Composites
- 2010 GIPS® Changes
- Error Correction / Jonathan Boersma Interview
- Advent & Fee-Coding
- Future of Carve-Outs
- Verifier Independence
- Supplemental Information
- Best Practices
- Hedge Funds & GIPS®
- Real Estate Guidance / Advertising Guideline
- Significant vs. Large Cash Flows
- Performance Examinations
- GIPS® Conference - Conference Overview
- E-vestment stats on Compliance & Verification / Investment Discretion
