Basis Point Solutions offers training and consulting services to the global investment management industry. BPS specializes in performance and risk consulting and implementation of the Global Investment Performance Standards (GIPS).

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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.

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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!