We review your firm structure, calculation methodology, composite listing and membership and a review of your marketing.
Verification is intended to establish that a firm claiming compliance with GIPS standards has adhered to the Standards, its requirements or recommendations. Verification is the process by which we review your procedures firmwide to confirm compliance with the GIPS standards.
A performance examination looks to find whether the firm has constructed and calculated the composite in compliance with the GIPS standards, and whether the firm presents the composite in compliance with the GIPS standards.
Performance Examination is separate from a firm-wide verification, and is intended for only a specific composite track record.
Every business is different. We have flat rates, hourly rates, project rates and or a combination. Please contact us for a free no obligation assessment of your needs.