Need Helping Preparing for GIPS® Compliance?

We can lighten your load by providing verification preparation and ongoing support.

Contact Us Today

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.