Most small start up fund management companies in Canada are concerned about costs and dealing with a large accounting or auditing firm can be an expensive experience. That is the main reason why we are here. We aim to help bring small private client firms, private wealth management firms and start up mutual fund companies in Canada to compliance with the Global Investment Performance Standards (GIPS@), help them create composites and become verified.
In today's fiercely competitive environment the first question asked by institutional investors is: "Are you claiming compliance with the GIPS standards?" and if the answer is no, you are out of the competition for the new business.
The second question asked, as important as the first, is: "Are you verified?" Even though verification is not yet required under the GIPS standards, it is becoming as important in winning new mandates for your business.
Look through our services offered and then contact us for a free, no obligation assessment of your business needs. Remember that the best time to become GIPS Compliant is when your business is still small with little complication. As you grow, continuing to claim compliance becomes easier rather than more complicated.