Services > GIPS® Compliance Services
What are the GIPS® Standards?
The GIPS® Standards are industry-wide ethical standards to provide investment firms with guidance on how to calculate and report their investment results to prospective clients.
According to the CFA Institute that created and administers GIPS®, the firms that comply with the GIPS® typically benefit from being able to compete for global business and also identify important improvements to internal processes and workflows.
Our GIPS® related solutions cover:
Advisory, Assessment and Guidance "GIPSability"
- Educate, plan and prepare for becoming GIPS® Compliant
- Ensure that the necessary data, workflow, process, documentation infrastructure are present
Implementation
- Build compliant performance presentation and reporting
- Provide an in-house or outsourced technology solution as appropriate
Verification
- Ensure that the GIPS® compliance has been met firm-wide
- Identify areas that may need improvement
- Provide required verification report
Maintenance
- Maintain on-going compliance as required for continued GIPS® compliance
- Prepare for upcoming and future GIPS® changes
Benefits to investment firms
- Create high degree of assurance from clients on the rigors of your performance measurement and reporting
- Compete for institutional business by making your performance presentations meet this standard often required
- Gain competitive advantage in most investor segments
- Identify operational and workflow improvements
Value in working with Finnovative to serve your GIPS® Compliance needs:
- Access to expert-level knowledge and our continuous track record since 1995
- One-stop solution for all your GIPS® and related needs
“Finnovative helped our organization define and implement effective GIPS Compliant Reporting in half the time proposed by other vendors and within budget”.
Jono Tunney, Atlas Capital Advisors LLC