Thursday, May 21, 2015

GIPS Compliance - Its Requirements and Significance


Performance attribution trainingAre 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 used when investment managers present the outputs of their financial performance to possible clients. The GIPS Standards must be applied with the purpose of full discovery and fair representation of investment performances. To attain that goal, businessmen require compliance. This compliance should be the minimum requirements of the GIPS Standards.

The GIPS Compliance requires devotion to all requirements of the GIPS Standards. These may include any clarifications, updates, the bankbook, guidance statements, reports and Q&A’s. With GIPS Compliance, pertinent clients can have details about the business’ 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 assist companies identify where internal developments 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 verificationThe GIPS related solutions of the company cover advisory guidance to assist you in planning and identifying the advantages and the whole steps of GIPS Compliance. They also provide assessment services. They offer this to guarantee that the essential data, workflow, documentation infrastructure and process are present. This company offers various services. They also guide you on how to make compliant performance presentation and reporting. Other services of the company include maintenance, verification and much more.


The Spaulding Group is a not just an ordinary solution provider addressing the specific needs of the whole range of participants in the investment management company. 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 loaded with experts, they are certain that they can easily provide the needs of their customers in a fast and easy way.