GIPS

Contact

Mark J. Kovaleski, CPA

585-423-1860

mkovaleski@mmb-co.com

 

Mark's Bio >

GIPS

We’ve been providing Global Investment Performance Standards (GIPS) services to our clients since the very start of those standards. That’s a lot of focused, proven experience, the kind of experience that ensures fair and accurate reporting. The kind of experience that has earned us our outstanding GIPS reputation. So when it comes to GIPS, you can wonder if your current performance presentations provide an impartial and precise reflection of your business. Or you can know.

Pre-Verification & Compliance Consulting:

  • Calculation methodologies
  • Review of marketing and advertising disclosures
  • Assistance with policies and procedures manual
  • Composite construction guidance

Performance Examination:

  • More in-depth than a GIPS verification
  • Provide a more detailed and focused examination of a specific composite

GIPS Verification:

  • Provide an opinion regarding compliance with all composite construction requirements of GIPS on a firm-wide basis for a designated period of time
  • Verify that a company's processes and procedures are designed to calculate and present performance results in compliance with GIPS