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 February 4, 2025, SEC Commissioner Hester M. Peirce issued a statement on the future of the Crypto Task Force. The Task Force’s approach starts with engagement with the crypto industry and the public to provide regulatory clarity, while simultaneously disentangling the many threads of active litigation surrounding crypto.
The SEC issued a press release on Friday, February 7th, with a decision to provide a temporary exemption from compliance with Rule 13f-2 and Form SHO reporting until 2026. As a result of the exemption, the first reporting period will now be January 2026
Under Rule 13f-2, investment advisers must monitor their month to month short selling activity in equity securities. If a reporting threshold is met during a calendar month, then a Form SHO filing is due 14 calendar days after month end. January 2025 was the first month after the compliance date of Rule 13f-2.