EVIV Group is a boutique GIPS Verification Firm, offering the economies of scale of a large firm while maintaining a client-centric, detail-oriented, and bespoke approach.
With over 30 clients across Canada, the USA, Europe, and Oceania managing more than $50 billion in assets*, EVIV Group Inc. is recognized as the leading GIPS Consultant & Verifier. Since our establishment, we’ve never lost a client to a competitor, reflecting the lasting value we provide.
We specialize in GIPS Verification, focusing on customized solutions tailored to meet GIPS® Standards. Our services ensure marketing materials, including profiles within consultant databases, comply with CFA Institute requirements for fair representation and full disclosure.
We pride ourselves on delivering efficient, affordable, and tailored processes that are highly competitive compared to larger firms. This enables faster turnaround times without compromising quality or customer satisfaction.
Incorporating performance analytics solutions, we provide actionable insights into portfolio performance and help optimize investment strategies. GIPS Compliance and Performance Analytics offer clients a competitive edge in today’s regulatory landscape.
As an independent firm, not affiliated with any accounting or financial institution, we focus on confidentiality, affordability, and bespoke services tailored to your firm’s unique needs. We’re more than just a service provider—we’re a trusted partner in GIPS compliance and performance reporting.
Choosing EVIV Group means choosing a partner dedicated to delivering exceptional value, expertise, and solutions for long-term success.
*As of Dec 31, 2024