A Strategy Examination is suitable for firms not claiming compliance with the GIPS® standards, but desiring a third-party review of one or multiple strategies. During an engagement, we provide an independent examination of a firm’s strategy and unique track record. Testing completed is to ensure that the performance presentation was calculated in accordance with calculation requirements and policies described by the firm.


Strategy Examination

As part of the examination procedures, we will include at a minimum the following procedures:

  • Review and test the strategies policies and procedures
  • Review and test strategy performance construction
  • Review and test performance calculations
  • Review performance presentations to ensure that the relevant data and corresponding disclosures are included.

For further information or to discuss how we can help you, please contact us.