GIPS® Compliance Consulting



GIPS® is a registered trademark of the CFA Institute

Meet the ethical benchmark

Investors Choice provides consulting services to assist money managers in achieving compliance with the Global Investment Performance Standards (GIPS®).

Investors Choice offers workshops on GIPS and an assessment of a firm’s compliance in a GIPS environment. We also review systems and assess rate-of-return methodology.

Verification assesses whether the firm has complied with all the composite construction requirements of the GIPS® standards on a firm-wide basis. It also tests whether the firm’s policies and procedures are designed to calculate and present performance in compliance with the GIPS® standards.

Why Have Your Compliance Verified?

● Sends the message that you have met the ethical benchmark for your industry.
● GIPS® opens up the world market.
● Clients generally recover verification costs from “increased assets under management” gained through marketing their compliant status.
● Credibility: Potential referral sources are more comfortable in referring your firm.
● Meet industry “best practices”
● GIPS® compliance and verification gives your firm a “leg up” in terms of compliance with securities regulations. There is “Cachet’ in voluntary compliance with industry best practices.

● GIPS® verification differentiates your performance record from that of your non-compliant or non-verified competition.
● Being compliant and verified assists consultants, pension plan sponsors and merger candidates with due diligence efforts.
● Benefit from additional sales opportunities which add to your assets under management
● Enhance your firm’s compliance environment with better internal controls, improved management information, and enhanced performance data for investment reporting

Investors Choice conducts consulting services for money managers throughout Canada and is a value alternative to the major accounting and performance measurement firms in assisting firms becoming compliant with GIPS® standards.

Investors Choice conducts consulting engagements across Canada for the Investment Management Industry and participates in GIPS® and industry conferences.