Need Helping Preparing for GIPS® Compliance?

Services include:

Verification Preparation

• Development of GIPS policies and procedures
• Preparing list of composites
• Working with manager to formulate the composite definitions and descriptions
• Drafting GIPS Reports that meet the disclosure and presentation of performance requirements

Ongoing Verification Support

• Receiving and assessing the audit request
• Submitting responses to the request list made to the manager by the verifier
• Corresponding with verifier regarding questions or follow up requests
• Reviewing verifier recommendations and making updates to:
  • GIPS policies and procedures
  • Composite definitions and descriptions
  • Composite membership
  • GIPS Reports

 

 

GIPS^® is a registered trademark owned by CFA Institute.