GIPS COMPLIANCE |

INCREASE YOUR FIRM’S MARKETABILITY AND GROW ASSETS UNDER MANAGEMENT

Our GIPS Compliance specialists will provide your firm with a road map to achieve GIPS Compliance and completely prepare you for GIPS Verification; your firm receives expert guidance throughout the process, your resources are trained and all required documentation of policies & procedures is provided for you to maintain your claim of GIPS Compliance going forward.

 COMPOSITE CREATION & CALCULATION
 ACCOUNT/COMPOSITE RESULTS AUDIT
 DOCUMENT FIRM POLICIES & PROCEDURES

SYSTEM EVALUATION & SELECTION |

NEED A BETTER CALCULATION ENGINE? MAXIMIZE PERFORMANCE SOFTWARE ROI

Rely upon our extensive knowledge of performance, attribution, GIPS, risk and analytic software packages to help your firm make confident technology decisions; whether you’re implementing a new system, migrating from disparate platforms or fine tuning an existing application we will help you make the transition seamless to your customers.

 PEFORMANCE APPLICATION SEARCHES & IMPLEMENTATIONS
 HISTORICAL PERFORMANCE CONVERSIONS

OPERATIONS ANALYSIS |

ATTAIN DISTINCT & LASTING IMPROVEMENT IN REPORTING PERFORMANCE RESULTS

Our global operations experts have hands-on experience working in performance measurement groups so we “get it.” We analyze your operations environment, make recommendations and execute a plan to make substantial improvements in your firm’s ability to calculate and report investment results.

 DEVELOP EFFICIENT WORK FLOWS
 ON THE JOB TRAINING
 RECRUIT FULL-TIME PERFORMANCE STAFF