Helping firms to achieve and maintain compliance with the GIPS standards by taking a hands-on approach and providing practical solutions.

Reviewing sales and marketing literature and updating the materials with applicable disclosures for compliance with the SEC Marketing Rule and the GIPS standards.

Compiling composite performance results, validating consistency with documented policies, identifying outliers, and calculating various composite statistics.

Analyzing key workflows and documenting step-by-step procedures to improve consistency, support compliance, and preserve institutional knowledge across your firm.