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.
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.
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 November 14, 2023, the SEC released its FY 2023 Enforcement Results. In FY 2023 results, the SEC included how many enforcement actions and standalone enforcement actions were filed along with the price of penalties, disgorgement, and amount returned to harmed investors.
Cybercrimes tend to increase during the holiday season, as malicious actors take advantage of the increased employee travel and distractions that are more common during the holiday season. To help protect from cyberattacks during the busy holiday season, the FBI and CISA compiled several recommendations that employees can take now to prevent from these kinds of attacks.