GIPS® Compliance Services

GIPS® Compliance Services

The road to GIPS® compliance requires a significant commitment of time and resources, and many RIAs underestimate the man-hours necessary to achieve and maintain this goal. Under the leadership of Jennifer McKinney, CIPM, Matria works with your firm to:

  • Develop and document procedures for achieving and maintaining GIPS® compliance

  • Evaluate your entire account universe, including both existing and closed accounts

  • Develop custom tools that apply your firm's composite criteria objectively to each account

  • Fully document all composites

  • Create and maintain necessary disclosures

  • Assist in the verification process

About the CIPM designation

The Certificate in Investment Performance Measurement is awarded by the CFA Institute. It is the industry's only designation dedicated to investment performance analysis and presentation. CIPM certificants must undergo a rigorous two-part examination that tests proficiency in professional ethics, performance evaluation, and the Global Investment Performance Standards. The CIPM program encompasses a broad spectrum of topics related to performance calculation, evaluation, and presentation.