EVIV Group specializes in helping investment firms like yours achieve and maintain GIPS compliance. Whether you're seeking pre-verification consulting, need help developing policies, constructing composites, or generating GIPS reports, we work closely with you every step of the way. We provide personalized guidance with templates, unlimited support, and regular reviews to ensure the process is seamless and aligned with your firm's unique needs. As your trusted partner, we offer hands-on expertise and tailored solutions to guarantee your success in meeting GIPS standards (read more).
EVIV Group offers a highly efficient and streamlined GIPS Verification service, tailored to instill confidence in your firm and its clients regarding your commitment to GIPS compliance. Our process goes beyond simple confirmation—it ensures your practices align with the highest standards of performance reporting and transparency.
As a boutique firm, we are able to offer unmatched efficiency and fast turnaround, delivering a verification process specifically designed to meet your firm’s unique needs. With a strict commitment to completing all client annual verifications by June 30th each year, we ensure your firm’s compliance is always up-to-date, empowering you to meet deadlines without disruption. Our bespoke, hands-on support integrates seamlessly into your operations, minimizing any impact on your business while providing the personalized attention needed to drive your success (read more).
EVIV Group offers comprehensive Investment Performance Measurement and Reporting services for investment firms and advisors. The right performance calculation method depends on the report’s objective, not just the method itself.
We provide a wide range of services, including Time-Weighted Return (TWR) and Internal Rate of Return (IRR) for all types of strategies, including traditional, leveraged, short, real estate, and more. Whether you need one-time calculations, risk statistics, or ongoing support, EVIV Group acts as your outsourced performance department.
By partnering with us, you gain expert support that delivers results based on industry best practices outlined by the CFA Institute, GIPS standards, and other globally recognized frameworks, ensuring precise and reliable performance reporting. Let us manage the complexities of performance measurement, so you can focus on growing your business (read more).
Also known as non-GIPS Verification, this service is invaluable for firms managing unique investment strategies or mandates that are unable to claim GIPS compliance on a firm-wide basis. We offer a thorough, independent examination of the returns for specific strategies, providing an unbiased attestation of their accuracy and integrity. Our performance attestation goes beyond basic verification, ensuring that the reported figures are consistent, transparent, and accurately reflect the performance of the strategy or mandate. This level of detailed analysis gives your firm and your clients the confidence that the reported returns are both reliable and professionally assessed, offering an added layer of trust and credibility that enhances your firm’s reputation in the market (read more).
The Managers' Code of Conduct, developed by the CFA Institute, is critical for ensuring the highest ethical standards within investment firms. Adopted by over 1,000 firms globally, it promotes integrity, transparency, and fairness, helping safeguard your firm's reputation and strengthen client trust.
Our Managers' Code of Conduct Adoption and Verification service provides expert consulting and verification to ensure your firm meets these rigorous standards. By adopting and verifying compliance, your firm demonstrates a strong commitment to professionalism and ethical conduct, giving clients the confidence that your firm operates with the highest level of integrity (read more).
In the wake of the 2008 financial crisis, several cases of inadequate investment reporting were exposed. In response, the CFA Institute introduced the Principles of Effective Investment Reporting (EIR). Rather than prescribing every specific element that should appear in an investment report, EIR emphasizes the importance of providing sufficient information to allow the report’s recipient to understand its content and the reasoning behind the included data.
Adopted by over 1,000 firms globally, EIR, when combined with GIPS compliance, offers firms a significant competitive edge in today’s marketplace. EIR outlines the key statements that must be included in reports and provides guidance on when these statements should be applied. Additionally, it includes recommendations for utilizing third-party assurance to bolster the credibility of the reports (read more).