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Welcome

Basis Point Solutions offers training and consulting services to the global investment management industry. BPS specializes in implementation consulting for the Global Investment Performance Standards (GIPS) and the CFA Institute Asset Manager Code.

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Consulting

With over 20 years of experience in investment management, investment policy, regulatory consulting, and training, BPS offers a unique set of skills and services to meet your needs. BPS provides tailored services to assist investment managers and asset owners with the implementation of the GIPS standards and the CFA Institute Asset Manager Code. BPS also offers a wide range of investment performance services.

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Training

We offer customized training on investment performance, the GIPS standards, the CFA Institute Asset Manager Code, the CFA Institute Code of Ethics and Standards of Professional Conduct, and ethical decision-making.  BPS provides live in-person or on-line virtual training experiences.

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Let's Get Started

Contact us today to see how Basis Point Solutions can help your firm!