White Paper: Common Practices of GIPS-Compliant Firms

September 17, 2018

The most common question we receive from our GIPS® standards verification clients is “What do other firms do?” As a result of being asked this question many times, we gathered information about the firms we verify in order to provide answers to commonly asked questions that are based on real data versus anecdotal information. We attempt to help firms answer the following questions and many more:

  • How many composites receive a performance examination?
  • How often do firms update compliant presentations?
  • Which methodology is used to calculate net composite returns?

Click here to download the white paper.