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GIPS® consultation

GIPS® consultation

The Global Investment Performance Standards (GIPS®) were designed to provide an ethical framework in the preparation and presentation of performance. Areas of focus include:

  • GIPS® compliance GAP analysis
  • Policies and Procedures
  • Calculation Methodology
  • Composites Construction
  • Valuation
  • Error Correction
  • Disclosures
  • Presentation and Reporting

Although the standards are elaborate, the fundamental principles of GIPS® are full disclosure and fair representation of performance results. We believe that every firm has room to benefit from the implementation of the industry’s best practices. Phocion can guide in the identification of areas of improvement, develop a strategy and help in the implementation of the standards. Implementing GIPS® provides an edge in globally competing for assets to manage.