Retained Services

Maintaining compliance with the GIPS standards is as critical as first coming into compliance. Firms that are new to compliance will benefit from having our expertise available to them and present as part of their operations and compliance teams. By leveraging our experience and global insights, firms will avoid mistakes and save time and money down the road. For firms that have been in compliance for some time, we can provide insights into best practices and mitigate compliance risks. We can help you with developing and applying policies and procedures, defining and maintaining composites, considering implications of policy changes, assessing portability criteria, determining proper calculation methodology, or any other compliance-related issue. Our services are flexible to fit your needs and will allow you to have access to our premier global expertise and experience in a cost-effective manner.

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