ISC: GIPS Compliance and Verification Service

GIPS® Compliance Service

Pathway to GIPS® Compliance 

 

ISC provide expert consultants to help clients achieve GIPS® Compliance. ISC will frame the project, assist in the selection of a GIPS® Verifier and ensure compliance by review of all required functions including pricing & valuation matrices, control procedures, client existence, policies and procedures, calculations, and allocations.

If you would like to understand more about why an investment firm needs to be GIPS Compliant, contact us to see how we can help you

 

GIPS® Verification Service

Performance and GIPS Specialists

 

ISC are well placed to perform the verification exercise offering the following benefits:

• Independence to the firm's auditor or the party completing any AAF style report
• Industry experienced resources
• Knowledgeable in the application of the standards

 

We will complete an initial visit to assess status, prepare a gap analysis and a project plan. ISC will carry out reviews that include sample testing, control procedures, performance calculations, composite allocations, and calculations.

 

Contact us to see how we can help you

 

ISC is ideally placed to complete the annual GIPS verification process. Our deep understanding of how asset managers work is unrivalled, and we have specialists from the Performance and GIPS section of the industry. Having worked for asset managers we align our service to meet your needs.

 

CFA Institute does not endorse, promote, or warrant the accuracy or quality of Investment Solutions Consultants. GIPS^® is a registered trademark owned by CFA Institute.