Compliance with the GIPS standards has become a virtual requirement in order to stay competitive. Whether you are just starting a compliance program or need to fine-tune your existing process, this white paper will help you understand the steps to becoming GIPS compliant. Packed with practical tips and expert advice, it explains the value of GIPS compliance, what is needed to achieve it, and common pitfalls to avoid.
Written in conjunction with Ashland Partners, the leading CPA firm providing GIPS compliance and verification services to the investment management community, this white paper is a must-read for any firm that wants to prove the integrity of its performance claims to clients, prospects, and regulators.
Advantages of Compliance
The Evolution of Performance Reporting Standards
Tips and Tricks for Building Composites
Twelve Steps to GIPS Compliance
Do not just ComplyVerify
Common Obstacles to GIPS Compliance
Options for Implementing a GIPS Compliance Program
GIPS Policy and Procedure Checklist
The Role of Technology