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FREE LIVE TRAINING

Sign Up for our upcoming free live training course on the 5 Step Process for GIPS Standards Implementation for Investment Firms and Asset Owners and get exclusive discounts on our services and platforms

COMPLIANCE DIAGNOSTICS SERVICE

GIPS® Standards Pre-Compliance Diagnostics

EVALUATION

We gather information about your actual business operations and evaluate against various compliance capability requirements

RECOMMENDATION

We provide you with a comprehensive customized recommendation report about your current state and compliance capability

TRAINING & COACHING

We provide your team with online training and monitor and coach them as they implement the requirements to claim compliance 

DIAGNOSTICS SERVICE PACKAGE

GIPS® Pre-Compliance Diagnostics Service Package Features

Implementation Toolkit

Toolkit of customized checklists, guides, summaries, policies and procedures and Composite creation  tools to jumpstart the implementation process

Custom Implementation Plan

Implementation Project Plan tailored to your specific needs and situation to guide your implementation team to successfully implement compliance

Custom Diagnostics Report

Diagnostics report that is tailored to your specific situation, with specific recommendations, corrective actions and  GIPS® standards references

Implementation Coaching

Coaching and recommending best action for issues encountered to your implementation team during the implementation process

Pre-Verification Check

Conducting a post implementation pre-verification check to identify any outstanding issues and recommend corrective action prior to an annual Verification

Verification Discount

Get up to 25% discount on Verification within 12 months of completing the GIPS® compliance implementation process for your entity

Associated Course Discount

Get up to 70% discount on associated GIPS® courses  for your team, based on your subscription plan

Insider Pro Access

Get complimentary access to our Composite Insider online learning and membership platform to keep on learning and stay updated 

Exclusive Webinars

Exclusive one-on-one webinars with your team to discuss reports and other helpful tips and recommendations based on subscription plan

STEPS FOR GIPS® DIAGNOSTICS SIGN-UP

1.

Start With Foundation Package

Not all entities qualify to comply with the Global Investment Performance Standards (GIPS® ). So we offer this Pre-GIPS® Qualification Assessment for you to check whether your entity qualifies to consider compliance before you make the commitment towards the full diagnostics.

2.

Sign up for a Full Diagnostics Package

Once you have tried the Pre-GIPS® Qualification Assessment, you will receive your Qualification Assessment Report that will indicate whether you qualify to consider compliance with the GIPS® or not. If you do qualify, you can purchase any of the Pre-GIPS Diagnostics Packages (Pre-GIPS Diagnostics or Pre-GIPS Diagnostics Plus) and receive access to the Full Pre-GIPS® diagnostics tool and associated training courses.

3.

Provide Diagnostics Information & Complete Course

Once you complete the diagnostics process, we will evaluate the information you provided about your entity and its activities to form our view and provide recommendations about how your entity can comply with the Global Investment Performance Standards ( GIPS®) and the steps your entity should take to effectively implement and claim compliance. If you subscribed to the GIPS® Diagnostics Plus, then your other services will kick in too.

Pricing Plans

Global Investment Performance Standards (GIPS®) Diagnostics


DIAGNOSTICS TRIAL

See Full Terms

Normally $119 one time

$101.15

  • Foundation of GIPS Course Access for 3 participants - Course Plus
  • 60 Days to complete course, coaching and diagnostics
  • Custom Trial Qualification Diagnostic Report*
  • Up to 15% Course Discount for additional team members
  • Up to 30% discount for Fundamentals and Practice of GIPS Courses - Course Plus packages
  • 2 Months Insider Pro Access for 3 participating Team Members to complete program
diagnostics plus

See Full Terms

Normally Starts at $599/mo

$509.15/mo

  • Foundations of GIPS Course Access for 3 participants - Course Plus
  • Fundamentals of GIPS Course Access for 3 participants - Course Plus
  • Practice of GIPS Course Access for 3 participants - Course Plus
  • Access to GIPS Specialist Coaching Program - Firm or Asset Owner Option
  • Up to 50% discount for additional course participants
  • 6 Months Implementation Coaching 
  • Up to 25% Verification discount
  • 8 Months Insider Pro Access for participating Team Members to complete program
  • Team Discussion Board
  • Discount for GIPS® Foundation or Pre-GIPS Diagnostics package already purchased - Ask for code before purchase

Want A Course Only Package?

Check out our courses only packages if you are interested in just the courses or are not an Investment Manager or Asset Owner.

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