We understand the challenges that portfolio managers are facing
today, and our goal is to help your Firm to become recognised by
investment consultants, gain marketing advantage, and strengthen
your internal controls. Our fees are ALL-INCLUSIVE with NO
overtime and NO hidden charges.
|
Initial GIPS Verification (Includes Bespoke Pre-Verification Consulting for Tailored Compliance Solutions) |
Starts from $7,900* |
|
Ongoing GIPS Verification (Includes Year-Round Support and Personalized Consulting) |
Starts from $7,900* |
| EIR Consulting with Verification | Starts from $4,900 |
| Performance Reporting with Dynamic Solutions | $189/hour |
| Performance analytics | $189/hour |
* Fees are based on the number of composites and funds within the
GIPS-compliant Firm.
The fees shown apply to firms managing
traditional strategies. Fees for firms managing private equity and
real estate strategies start at $8,900 per year.
Performance examinations are optional and are priced at $1,000 per
selected composite.