As the calendar year winds down, many firms across the asset management industry are turning their attention to one of the most critical annual tasks: budgeting. This season presents a valuable opportunity not only to review expenses but also to make strategic decisions that can enhance operational efficiency and reduce costs without compromising quality.

GIPS® Verification Costs: Time For a Fresh Look?

GIPS® compliance is essential for firms committed to transparency, integrity, and industry best practices in performance reporting. However, the cost of verification services can vary significantly depending on providers.

If your current provider’s fees have steadily increased or their service has plateaued, now is the time to explore alternatives. A fresh look at your GIPS® verification budget could reveal opportunities to save money while maintaining or improving the quality of your compliance support.

Partnering with a Knowledgeable Team Makes All the Difference

At Cascade Compliance, we specialize in helping RIAs and investment managers achieve and maintain GIPS® compliance. Our team brings deep expertise, personalized service, and a commitment to excellence that sets us apart.

We understand that budgeting isn’t just about cutting costs it’s about making smart investments in partners who add value. Our clients benefit from:

• Transparent and competitive pricing
• Tailored verification processes that fit your firm’s structure
• Ongoing education and guidance to strengthen your compliance program
• Responsive support from seasoned professionals who know your business

Diversify Your Service Providers for Greater Flexibility and Insight

Relying on a single provider for all GIPS® compliance, performance reporting reviews, composite reviews, or performance managed services can limit your options to manage fee increases. Diversifying your service providers in these areas can support verifier independence and lead to better insights, more flexible solutions, decreased risk, and cost savings.

Cascade Compliance, a woman owned business, tailors our high-touch personalized verification services, experienced staff, and competitive fees for a best-fit solution for your firm.  For firms already working with another verifier, our team makes the transition seamless, by drawing on years of experience supporting firms of all sizes. Cascade Compliance has over 55 years of combined experience working with SEC Regulations, the GIPS standards, and investment performance measurement.  Our employees have worked with hundreds of firms in the U.S. and abroad.   As firms continue to evaluate budgets alongside value-add performance consulting and verification providers, we hope you’ll consider Cascade Compliance.

Ready to explore a smarter, more cost-effective approach to GIPS® verification?

Whether you are a client of ours or not, we are here to help you get better at what you do and answer any questions you may have.   Let’s talk about how Cascade Compliance can support your goals for the upcoming year.  Contact us at connect@cascadecompliance.com.