Please complete the short form below for your no-obligation GIPS Verification Proposal.

Name *

Company *

Email *

Your Telephone Number *

What are your firm's assets under management? *

What asset classes do you invest in? *

Equities
Fixed Income
Real Estate
Private Equity
ETFs
Other

Domestic and/or Global *

Domestic
Global

How many composites does your firm manage? *

What is the total number of accounts you manage? *

What is the range of accounts per composite (from fewest to most accounts)? *

What is the time period (from when to when) to be verified? *

What system(s) do you use for composites? *

Do you currently claim compliance? *

Yes
No

Have you been verified? *

Yes
No

If yes, who was the verifier?

Do you want to have any composite examinations? *

Yes
No

If yes, how many?

How did you hear about our services? *

What has motivated you to explore GIPS verification?

What are you looking for in a GIPS verification firm?

GDPR Agreement *

I consent to having this website store my submitted information so they can respond to my inquiry.

Comment

Privacy Policy Terms and Conditions

CFA Institute does not endorse, promote or warrant the accuracy or quality of The Spaulding Group, Inc. GIPS® is a registered trademark owned by CFA Institute.

This site uses functional cookies and external scripts to improve your experience. If you continue to browse the site, it indicates you accept our use of cookies.Accept Privacy Policy

Privacy Policy

Necessary Always Enabled

Non-necessary