Are you in compliance?

GIPS Verification Services for Investment Managers

Presenting investment performance data that is in compliance with Global Investment Performance Standards (GIPS) has virtually become an industry mandate. Not being GIPS-compliant can hurt your marketing and new business development efforts, as institutional investors and consultants use this as a key screening criteria for evaluating investment managers.

Even if you’re currently verified, are you confident that regulators would agree with your firm’s claim of compliance?

Contact us now for your FREE GIPS initial assessment

For a limited time, Kreischer Miller is offering a free GIPS initial assessment.  We’ll identify potential issues and areas for improvement, as well as provide meaningful feedback about your current process.

To schedule your free assessment, please provide the following information and a member of our team will contact you shortly.

Please note: The initial assessment is designed to identify key issues that should be addressed for GIPS compliance.  It is not a regulatory review or verification of a firm’s claim of GIPS compliance and, as such, Kreischer Miller will not issue an opinion as a result of this assessment.

Kreischer Miller’s Services for the Investment Industry

Kreischer Miller’s Investment Industry Group provides the following specialized services for investment managers, investment funds, broker-dealers, and investors:

• GIPS verifications, consulting, and advertising reviews
• Audit & accounting, tax compliance, surprise custody examinations, and consulting
• Operational due diligence and compliance reviews – traditional and alternative asset classes

To learn more about our services, click here or contact one of our Investment Industry Group directors:

Tom Peters -tpeters@kmco.com
Todd Crouthamel -tcrouthamel@kmco.com