Our goal in the pre-verification is to assist your firm in building the framework and drawing the roadmap to your firm’s claim of compliance.   

Our pre-verification consultation covers calculation methodologies, composite membership guidelines, and a thorough review of your marketing and advertising disclosures.   

We can also assist your firm in the initial stages of compliance by not only providing guidance from the GIPS standards / guidance statements, but also by drawing from CPM specialists experience to show you where the industry is headed and how the industry is tackling different compliance hurdles not just from a GIPS standpoint, but from a regulatory point of view as well.

To place your firm on the path to GIPS verification, we:

•    Gather and analyze the unique characteristics of your firm and skillfully use the CFA Institute's Global Investment Performance Standards to provide objective answers and solutions to meet the needs of your investment management firm;

•    Conduct an in-depth assessment to help you achieve verification in a way that works for you.