Not yet in compliance?
If your firm is not yet in compliance with the GIPS standards, attaining compliance can seem like an
overwhelming task. Our Pre-Compliance Assessment will help you identify potential problem areas and
determine a compliance plan, identifying all of the areas that must be addressed.
overwhelming task. Our Pre-Compliance Assessment will help you identify potential problem areas and
determine a compliance plan, identifying all of the areas that must be addressed.
Think you're in compliance, but aren't sure?
If you wish to gain confidence in your claim of compliance, but aren't confident that all required issues have
been addressed, a Readiness Assessment would review your existing policies and procedures, identifying
areas that should be improved or aren't quite up to par.
been addressed, a Readiness Assessment would review your existing policies and procedures, identifying
areas that should be improved or aren't quite up to par.
Expedite the verification process
If your firm is considering undergoing an initial verification, a Pre-Verification Review would help you identify
areas that might cause difficulty during the verification. By addressing potential problem areas before the
verification, you will potentially save time and money.
areas that might cause difficulty during the verification. By addressing potential problem areas before the
verification, you will potentially save time and money.
Technical interpretations
Do you have questions concerning interpretation of new guidance? Would you like to have another opinion on
difficult matters? We can, and do, provide consulting services to several firms that have engaged other
verification firms.
difficult matters? We can, and do, provide consulting services to several firms that have engaged other
verification firms.
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GIPS® Consulting Services
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We believe that complying with
the GIPS standards takes some
effort, but should not be a
monumental task. Well thought
out policies and procedures
can help you meet the
requirements of the GIPS
standards but not expend
unnecessary resources. We
often have to convince clients
that their compliance issues are
much more manageable than
they think. Our goal is to
provide our clients with
practical advice in the shortest
time frame possible. We don't
make mountains out of
molehills.
the GIPS standards takes some
effort, but should not be a
monumental task. Well thought
out policies and procedures
can help you meet the
requirements of the GIPS
standards but not expend
unnecessary resources. We
often have to convince clients
that their compliance issues are
much more manageable than
they think. Our goal is to
provide our clients with
practical advice in the shortest
time frame possible. We don't
make mountains out of
molehills.
Portland | Los Angeles | Boston
© 2012 Vincent Performance Services LLC. All Rights Reserved.
GIPS® is a trademark owned by CFA Institute.
GIPS® is a trademark owned by CFA Institute.
Training
We can conduct tailored training programs on the GIPS standards in your office or remotely via the web.
Other services
We can provide a variety of other performance-related services, including expert witness testimony or non-GIPS
performance examinations.
performance examinations.