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).
At EVIV Group, we specialize in helping investment firms like yours achieve and maintain GIPS compliance. Whether you're seeking pre-verification consulting, policy development, composite construction, or GIPS report generation, we work closely with you every step of the way.
At EVIV Group, we offer comprehensive GIPS consulting services to guide investment firms through every stage of achieving GIPS compliance. From pre-verification consulting to GIPS report generation and composite construction, our experts help ensure that your firm’s GIPS-compliant reporting is streamlined and efficient.
Step 1: Assessment and Diagnosis of Current Processes
We begin by evaluating your firm’s existing GIPS reporting practices and investment performance measurement systems. This assessment helps us identify any gaps in your compliance processes and provides actionable insights to ensure alignment with GIPS standards.
Step 2: Development of Customized GIPS Policies and Procedures
Our team works directly with your firm to develop GIPS policies and procedures that reflect your unique business structure. Whether it’s about composite construction GIPS or implementing performance attribution GIPS, we ensure your internal processes are in full alignment with GIPS standards.
Step 3: Pre-Verification Consulting
Before proceeding with GIPS verification, we offer pre-verification consulting to ensure your firm’s processes are fully prepared. This includes helping you generate accurate GIPS-compliant reports and creating a seamless process for investment performance verification. By taking proactive steps, we make sure you’re ready for the GIPS verification audit.
Step 4: Ongoing Support and Regulatory Guidance
As part of our GIPS consulting services, we offer continuous support and guidance to your team. We assist with training, answering questions, and ensuring that your firm remains compliant with both GIPS standards and other regulatory requirements, such as the SEC Marketing Rule in the USA.
Client Testimonial:
"Working with EVIV Group has been instrumental in getting our firm prepared for GIPS verification. Their in-depth understanding of GIPS standards and their ability to customize the compliance process for our firm made all the difference. The pre-verification consulting helped us avoid potential issues and streamline our GIPS reporting."
– Client, USA-Based Asset Manager
Contact us for GIPS Consulting Services
At EVIV Group, we specialize in providing GIPS consulting services to investment firms in the USA, Canada, and beyond. From pre-verification consulting to composite construction GIPS and performance attribution GIPS, we offer the expertise you need to navigate the complexities of GIPS compliance. Whether you’re preparing for GIPS verification or improving your GIPS-compliant reporting, we’re here to help.
Reach out to us today to learn more about how we can support your firm’s path to GIPS compliance.
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 efficient and reliable GIPS verification services designed to instill confidence in your firm and its clients. Our process goes beyond simple confirmation—it ensures your practices align with the highest standards of performance reporting and transparency.
At EVIV Group, we offer expert GIPS verification services that include pre-verification consulting at no extra cost. Our GIPS verification consultants work closely with your firm to streamline the process, ensuring that everything is in place to pass the GIPS verification audit and maintain ongoing compliance with GIPS standards.
Step 1: Comprehensive Pre-Verification Consulting
We start by offering pre-verification consulting at no extra cost, providing your firm with the necessary support to prepare for GIPS verification. We help ensure that your investment performance reporting aligns with GIPS standards and is ready for the verification audit. This early consultation helps prevent delays, reduces stress, and ensures a smooth path toward certification.
Step 2: GAPS Identification and Actionable Adjustments
Once your firm’s GIPS-compliant reporting is reviewed, we identify any gaps or inconsistencies that might prevent you from passing the GIPS verification audit. Our consultants provide clear recommendations on how to fix these issues quickly and efficiently, ensuring that all data aligns with GIPS standards.
Step 3: Preparing for GIPS Verification Audit
We help your firm prepare for the GIPS verification audit by gathering all necessary documentation, reports, and data. Our GIPS verification consultants guide you through this preparation to ensure that you are fully ready for the audit and that your GIPS-compliant reporting meets all required standards.
Step 4: Post-Verification Support
After successful GIPS verification, our support doesn’t end. We continue to offer guidance and assistance to ensure that your firm maintains GIPS compliance for future audits. This ongoing support helps prevent compliance lapses and ensures that you remain in line with GIPS standards.
Client Testimonial:
"EVIV Group’s GIPS verification services and pre-verification consulting made the whole process easy. Their early guidance helped us prepare in advance, and we passed our GIPS verification audit with confidence. The ongoing support has been invaluable in keeping us compliant with GIPS standards."
– Client, USA-Based Asset Manager
Contact us for GIPS Verification Services
At EVIV Group, we offer expert GIPS verification services with pre-verification consulting at no extra cost to help your firm avoid delays, stress, and complications. Our GIPS verification consultants work with investment firms in the USA, Canada, and beyond to ensure that all GIPS-compliant reporting and GIPS standards are met. From audit preparation to post-verification support, we’re here to make your GIPS verification process smooth and stress-free.
Get in touch with us today to learn how our GIPS verification services can help your firm maintain long-term GIPS compliance.
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).
EVIV Group provides expert performance measurement and reporting services for investment firms and advisors. The right performance calculation method depends on the report’s objective, and we offer a wide range of solutions to meet your needs.
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).
Also known as non-GIPS verification, our performance attestation service is designed for firms managing unique investment strategies or mandates. We provide a thorough, independent examination of returns, ensuring accuracy, consistency, and transparency.
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).
Developed by the CFA Institute, the Managers' Code of Conduct ensures the highest ethical standards within investment firms. Adopted by over 1,000 firms globally, it promotes integrity, transparency, and fairness, safeguarding your firm’s reputation and strengthening client trust.
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).
In response to the 2008 financial crisis, the CFA Institute introduced the Principles of Effective Investment Reporting (EIR). EIR ensures your investment reports are clear, transparent, and credible, providing recipients with the information they need to understand your data.
Your privacy is very important to us. Accordingly, we have developed this Policy in order for you to understand how we collect, use, communicate and disclose and make use of personal information. The following outlines our privacy policy.
We are committed to conducting our business in accordance with these principles in order to ensure that the confidentiality of personal information is protected and maintained.
By accessing this web site, you are agreeing to be bound by these web site Terms and Conditions of Use, all applicable laws and regulations, and agree that you are responsible for compliance with any applicable local laws. If you do not agree with any of these terms, you are prohibited from using or accessing this site. The materials contained in this web site are protected by applicable copyright and trade mark law.
In no event shall EVIVGroup or its suppliers be liable for any damages (including, without limitation, damages for loss of data or profit, or due to business interruption,) arising out of the use or inability to use the materials on EVIVGroup's Internet site, even if EVIVGroup or a EVIVGroup authorized representative has been notified orally or in writing of the possibility of such damage. Because some jurisdictions do not allow limitations on implied warranties, or limitations of liability for consequential or incidental damages, these limitations may not apply to you.
The materials appearing on EVIVGroup's web site could include technical, typographical, or photographic errors. EVIVGroup does not warrant that any of the materials on its web site are accurate, complete, or current. EVIVGroup may make changes to the materials contained on its web site at any time without notice. EVIVGroup does not, however, make any commitment to update the materials.
EVIVGroup has not reviewed all of the sites linked to its Internet web site and is not responsible for the contents of any such linked site. The inclusion of any link does not imply endorsement by EVIVGroup of the site. Use of any such linked web site is at the user's own risk.
EVIVGroup may revise these terms of use for its web site at any time without notice. By using this web site you are agreeing to be bound by the then current version of these Terms and Conditions of Use.
Any claim relating to EVIVGroup's web site shall be governed by the laws of the State of Ontario without regard to its conflict of law provisions.
General Terms and Conditions applicable to Use of a Web Site.