GIPS^® Standards for OCIO/Consultants

Get a Customized Proposal

if you are thinking about compliance, then complete our very short GIPS Verification Questionnaire.

We will provide you with a detailed proposal as well as a link to a special webinar we did with Strategic Investment Group on the topic of GIPS compliance for OCIOs. Or, if you need immediate assistance, please call 732-873-5700.

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

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 is the time period (from when to when) to be verified?

What system(s) do you use for composites?

Do you currently claim compliance? YesNo

Have you been verified? YesNo

If yes, who was the verifier?

Do you want to have any composite examinations? YesNoUnsure

If yes, how many?

How did you hear about our services?

What has motivated you to explore GIPS verification?

What are you looking for in a GIPS verification firm?

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GIPS® Standards for OCIO/Consultants

Get a Customized Proposal

if you are thinking about compliance, then complete our very short GIPS Verification Questionnaire.

GIPS^® Standards for OCIO/Consultants