Our Performance team partners with asset managers through two distinct lines of service:
Audit Support for Managers Claiming GIPS
At Fairview, we understand that preparing to attain compliance with GIPS is a significant undertaking. We also understand that maintaining compliance with GIPS requires a lot of time, focus, and attention to detail.
We help asset managers by taking on the bulk of preparation and ongoing administrative support required to maintain compliance with GIPS.
Services include:
Verification Preparation
Ongoing Verification Support
Composite Management Solutions and Performance Reporting
Composite management solutions are a good fit for firms that need additional support meeting performance reporting goals. Our team provides hands-on support throughout the entire process, including onboarding, report development, and reporting.
Services include:
Onboarding Support
Ongoing Communication
Monthly Extraction
Customized Composite Reporting
GIPS® is a registered trademark owned by CFA Institute.
Check out our Flash Reports for the latest SEC- and compliance-related news, trends, and insights.
On September 14, the Private Fund Adviser Rules were published in the Federal Register. According to the Federal Register, the rules are effective Nov. 13, 2023, and comments regarding the collection of information requirements within the meaning of the Paperwork Reduction Act of 1995 should be received on or before October 16, 2023.