GIPS Verification

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The Global Investment Performance Standards (GIPS®) is a set of standardized, industry-wide ethical principles that guide investment firms on how to calculate and present their investment performance to prospective clients (CFA Institute).

Ashland Partners is the worldwide leader in GIPS verification with over 700 verification clients in 25 countries and on six continents. With over 25 years’ experience, Ashland Partners has been at the forefront of the expansion of GIPS compliance and verification.

Our client base spans the entire breadth of the investment industry. Our professionals, many of which have experience at investment management firms, understand the complexities of investment managers. Our industry-specific knowledge facilitates an efficient process for firms either new to compliance or previously verified.

Services

Pre-Verification Services

Ashland Partners’ Pre-Verification services assist firms looking to claim compliance for the first time. Our services assist the firm’s development of policies and procedures, more

Firm-Wide Verification

With over 25 years of service to the investment management industry, Ashland Partners has refined its processes to deliver an efficient, well-planned engagement designed to provide assurance as to your claim of compliance with GIPS. Third-party verification brings credibility more

Performance Examinations

In addition to a firm-wide verification, Ashland Partners provides optional, composite-level examinations of one or more of the firm’s composites. Over 70% of Ashland Partners’ clients more

 

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