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. BPS offers a wide range of outsourced investment performance services.
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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Contact us today to see how Basis Point Solutions can help your firm!