Become GIPS^® Compliant

Global Investment Performance Standards (GIPS^® standards) fulfill an essential role in investment management around the world.  They are a globally accepted set of standards for investment management firms in calculating and presenting their results to potential clients.  Clients are assured that GIPS^® compliant firms calculate and present investment returns on an objective and consistent basis.

At a high level, there are three steps to becoming GIPS^® compliant:

1. Creating and documenting GIPS^® standards policies and procedures.
2. Constructing composites that are consistent with these policies and procedures.
3. Creating presentations and marketing materials that are GIPS^® compliant.

Each of these steps include their own sub-steps, which each have further refinements.  At Greenwich Analytics, we do the heavy lifting of understanding your organizational structure from the top down; however, we work from the bottom up in implementing a GIPS^® compliance program.  Our engagement is suited to your needs.  Beyond that, we provide ongoing support and act as a resource to successfully maintaining your GIPS^® compliance.

Phone: +1 (646) 818-9950 | Email

www.greenwichanalytics.com