Firm-Wide Verification

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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 for your claim of compliance with GIPS®. It is common for consultants, asset owners, and other industry intermediaries to require verification when awarding mandates.

Whether you are a firm new to compliance or a firm that is currently verified, Ashland Partners can assist you through the process of Pre-Verification or verifier transition, leading to a successful, efficient engagement.

Why claim compliance with GIPS? Why get verified?

  • Demonstrate a commitment to ethics and embrace industry best practices.
  • Stay Competitive: Consultants ask about compliance; public fund sponsors often require compliance and verification.
  • Get help when you need it: Ashland can expedite the compliance project by offering expert advice to keep your firm on track and up-to-date with changing requirements.
  • Compliance and verification provides a level of comfort for both the manager and prospective client that the firm’s performance presentations are credible.
  • Compliance and verification fees are affordable. While the cost of NOT becoming compliant and getting verified can be difficult to quantify; there’s no way to know how much new business is being lost.

What does Verification test?

  • Whether the firm has complied with all the composite construction requirements of the GIPS standards on a firm-wide basis, and
  • Whether the firm’s processes and procedures are designed to calculate and present performance results in compliance with the GIPS standards.

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