GIPS® Standards 101
What is compliance with the GIPS Standards? How do you bring your firm into compliance with the GIPS Standards? What is GIPS Verification? Learn more with our GIPS Standards 101.
The Global Investment Performance Standards (GIPS) are an ethical set of standardized, industry-wide principles that provide investment firms with guidance on how to report investment performance to prospective clients.
The Standards allow firms to compete globally and provide investors with the ability to make comparisons between investment firms.
In the institutional market, compliance with the Standards and third-party verification are de facto requirements.
Firms will have a hard time winning business if they’re not compliant and haven’t gone through a GIPS verification.
Compliance with the GIPS Standards is a way for your firm to stand out and above your competition in other markets, like retail and alternative investments, and to be sure that industry best practices are being followed. This provides internal and external benefits for the firm.
Below are some GIPS Standards 101 resources that can help you whether your firm is already compliant just starting to think about compliance.
An Overview of Compliance and Verification
GIPS compliance? Verification? Examinations? A short high-level overview of the GIPS Standards.
How to prepare for a GIPS verification?
In this webinar, you will discover what you need to do to prepare for your verification.
Incorporating the GIPS Standards into your sales and marketing
Discover how you can get the most out of your claim of GIPS compliance.
10 Common Mistakes Firms Make with the GIPS Standards
In this post, we reveal 10 common (non-fatal) mistakes we see compliant firms make again and again. Hopefully, this will help you avoid these mistakes.
The seven most confusing things about the GIPS standards
From discretion to significant cash flows, composite construction to advertising – there is a lot that is confusing about the GIPS standards. In this post, we reveal seven of the most confusing things.
GIPS Standards 101: Get a Customized Proposal
We can provide you with a proposal tailored to your precise needs.
Please answer the questions below, and we will provide you with a detailed proposal for performance verification services. Or, if you need immediate assistance, please call 732-873-5700.
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