Thursday, February 26, 2015

Benefits and Requirements of GIPS Compliance


Performance attribution training
Performance attribution training

Are you familiar with GIPS or Global Investment Performance Standards? This is a set of ethical and voluntary rules that govern the reporting, valuation, promotion and disclosure issues of the funds overseen by investment management industries. These GIPS benchmarks are utilized when investment managers present the results of their monetary performance to pertinent clients. The GIPS Standards must be employed with the aim of full disclosure and fair demonstration of investment performance. To reach that goal, businessmen need more than compliance with the minimum pre-requisites of the GIPS Standards.

The GIPS Compliance requires adherence to all requirements of the GIPS standards, including any updates, clarifications, guidance statements, reports, the bankbook and Q&A’s. Companies are also encouraged to comply with all recommendations within the standards. With GIPS Compliance, possible clients can get information about the company’s track record. This can also help investment agencies. GIPS Compliance allows them to keep their credibility with their pertinent investors. The GIPS Compliance process can also help companies recognize where internal improvements to process and workflow can be made. At present, because of the global standard, investors can easily evaluate a fairly level playing field of GIPS-compliant companies.


Presently, some companies have never claimed GIPS Compliance and are starting from scratch while other agencies simply look to upgrade their GIPS policies. If you are looking for the best company to help, you shouldn’t miss to read several reviews online. There are several agencies that offer the same services. Most of them also ask for cheap service fees. For the best option, simply contact The Spaulding Group because they can assist in either starting the GIPS compliance or fine tuning it.

GIPS verification
The company’s GIPS related solutions cover advisory guidance to help you plan and know the benefits and the whole process of GIPS Compliance. They also provide assessment services. They offer this to guarantee that the essential data, workflow, documentation infrastructure and process are present. They also guide you on how to make compliant performance reporting and presentation. In addition, this company also offer verification services. They also offer maintenance and a lot more.


The Spaulding Group is not an ordinary one. They address not only the specific needs of the people in the investment management company. This company has a great combination of expertise in global markets, trading and operations, research, client service, operations and comprehensive support system. Since they are loaded with experts, they are certain that they can easily provide the needs of their customers in a fast and easy way.