Name

Company

Email

Your Telephone Number

What are your firm's assets under management?

What asset classes do you invest in? EquitiesFixed IncomeReal EstatePrivate EquityETFsOther

Domestic and/or Global DomesticGlobalDomestic and Global

Do you currently claim compliance with the GIPS standards? YesNo

How many composites does your firm manage?

What is the total number of accounts you manage?

What is the range of accounts per composite (from fewest to most accounts)?

What system(s) do you use for composites?

Have you been verified? YesNo

If yes, who was the verifier?

Do you currently have composite examinations? YesNoUnsure

If yes, how many?

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