As more than just verifiers, we seek to meet all your investment performance consulting needs.

In addition to the traditional GIPS Pre-Verification, GIPS Verification and Examination, Consoris Performance Measurement can provide a wide variety of investment performance consulting needs as a part of our relationship with you.

Gain a competitive advantage from our assistance in:

• Performing comprehensive evaluations of existing investment performance measurement practices.
• Reviewing and providing advice on marketing materials to achieve compliance with GIPS and industry regulators guidelines.
• Expert resource for internal audit groups looking to validate a firms claim of compliance.
• Advising internal auditors and performance measurement groups on best practices, making recommendations on flow of information processes and departmental structure.
• Complete investment performance return audits.
• Conducting compliance assessments of investment managers for broker/dealers, financial advisors, and institutional investors.
• Providing guidance for creating an investment performance measurement group.
• Evaluating software for investment performance measurement needs.
• Examining technology issues related to calculation and documentation of investment performance results.

 If any shortfalls are discovered during the verification, CPM helps your firm fix the situation, as opposed to halting the process and abandoning the firm until the problem is solved. 

Our project management specialists will help you with development and implementation of the full performance measurement and analysis cycle, including organizational and IT infrastructure, operating processes, policies and procedures, and all aspects of performance measurement, attribution analysis and reporting.  This also includes:

a.    Development of Internal processes - CPM helps your firm develop and implement efficient processes that will facilitate compliance in the future.

b.    Checks and Balances - CPM performs its rigorous framework of tests and diagnostics on your firm’s composites, data and presentations in order to verify full compliance. 

c.    GIPS ®Advertizing Guidelines – CPM can recommend ways for the firm to market its compliant and verified returns with respect to the GIPS® advertising guidelines.

d.    Performance Disclosures - CPM provides regulatory-compliant advertising checklist and has the know how to provide consultation on regulatory-related matters.

e.    Training – if needed, CPM experienced staff will provide comprehensive training to your personnel in investment performance measurement, attribution, analysis and reporting.

f.    Client-Defined Issues – CPM’s expertise enables us to consult on client-specific issues whether they are operational or managerial.