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Budgeting Season: A Strategic Time to Reevaluate GIPS® Verification Costs

As the calendar year winds down, 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.

Planting Seeds of Trust with GIPS Compliance

At first glance, the Global Investment Performance Standards (GIPS®) might seem like a world away from gardening. However, as a firm that specializes in GIPS Compliance and verification, we see useful parallels every day. Just like tending to a thriving garden, becoming a GIPS Compliant firm takes patience, structure, and consistent care.

Compliance Insights for 2024 Reporting

As year-end approaches, compliance with the GIPS standards and SEC Marketing Rule is top of mind for many firms. Our latest update highlights essential strategies for streamlining your tracking and reporting processes for marketing materials, ensuring your net-of-fees returns meet both the GIPS standards and SEC requirements, and conducting effective composite membership and data integrity reviews.

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Featured Articles

Budgeting Season: A Strategic Time to Reevaluate GIPS® Verification Costs

Planting Seeds of Trust with GIPS Compliance

Compliance Insights for 2024 Reporting

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