Attn: Advisors. Did you know many leading third-party platforms WILL NOT onboard your strategy unless it has been independently verified?
Have a Performance Certification on one or more of your strategies so you can attract more clients and grow your assets under management…
While “Past Performance May NOT Be Indicative of Future Results,” EVERYONE wants to see it!
Still, many advisors are hesitant to show performance…
…some do not calculate it, and others are afraid of running afoul with a regulator so they don’t calculate it or they keep it to themselves and use it for internal purposes only.
The Wall Street Journal’s Jason Zweig criticized advisors who won’t show their returns.
To make it easier for you to advertise your performance so that you can compete on a “level playing field,” we have created a unique service specially designed to meet the requirements of third-party platforms and the expectations of your individual prospects.
The Spaulding Group’s proprietary Performance Certification, allows you to have your performance verified so you can showcase it to your clients and prospects, even if your firm does not claim compliance with the GIPS Standards.
During your review we will:
- Verify the accuracy of your performance.
- Make sure you have sound policies and procedures in place to calculate performance.
- Provide insights on regulatory best practices and disclosures.
Upon completion, if appropriate, we will issue you an opinion letter that attests to the accuracy of the strategy’s performance you wish to offer to third party platforms and prospective clients.
This letter can be a powerful marketing and sales tool that can help you attract more investors and increase your firm’s AUM.
In these post-Madoff days, what investor isn’t looking for independent assurance that the reported returns are valid?
Don’t Currently Calculate Performance?
- We can provide guidance and templates to get you on-track to do so.
- Then, once you have calculated your performance, we will conduct our review.
Have calculated performance, but are unsure if it is accurate and in line with industry best practices?
- We will evaluate what you are doing and give you our feedback to bring it in-line with industry best practices and make it better.
Our goal is to provide you with the tools and insights to market the performance of your strategies with confidence.
To learn more about our Performance Certification services, just click the button below and answer a few short questions. Then, one of our performance specialists will contact you to discuss your situation and goals.