Outsourcing Services

Matria offers scalable back office services on both a consulting or fully outsourced basis. Our experts can assist your firm with:

  • Workflow analysis
  • Automation services
  • Transaction processing
  • Account reconciliation
  • Fee calculation and account invoicing
  • Performance calculation
  • Composite construction assistance
  • Marketing/RFP support
  • Advent custom report writing
  • Third-party integration
  • Class action filings

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 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 CFA Institute. 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.