Wednesday, August 5, 2015

Benefits and Requirements of GIPS Compliance


Spaulding Company

The GIPS, also known as Global Investment Performance Standards, is a set of voluntary and ethical rules that govern the valuation, reporting, marketing and disclosure issues of the funds overseen by investment management companies. These GIPS benchmarks are used when investment managers present the outputs of their financial performance to possible clients. The GIPS Standards must be applied with a specific goal. The goal is to have a full disclosure and justifiable representation of investment performances. To meet that goal, businessmen will require more than compliance with the minimum requirements 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. This GIPS Compliance provides various advantages. It allows pertinent clients to get information about the track record of the company. 

This can also help investment companies to maintain credibility with their possible investors. The GIPS Compliance process can also help companies around the world. This is through knowing where internal developments to workflow and process can be made. At present, because of the global standard, investors can easily evaluate a fairly level playing field of GIPS-compliant companies. 


Some companies have never announced GIPS Compliance and they are beginning from scratch. Others are also looking forward to upgrade their GIPS policies. If you are searching for the best agency to help, you shouldn’t miss to read a couple of reviews online. There are several companies that offer the same services at reasonable rates. For the best option, simply contact The Spaulding Group because they can assist in either starting the GIPS compliance or fine tuning it.

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 offer assessment services to guarantee that the needed data, documentation infrastructure, process and workflow are present. They also guide you on how to make compliant performance reporting and presentation. Other related services of the company include verification, maintenance and a lot more.


The Spaulding Group is not the usual solution provider answering precise needs of the whole spectrum of participants in the investment management industry. This company has also a perfect combination of knowledge in global markets, research, trading and operations, client service, operations and extensive support system. Since they are filled with professionals, they are confident that they can immediately answer the needs of their customers in a quick and simple way.