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AIMR & GIPS®
PERFORMANCE PRESENTATION
STANDARDS
Meet the ethical
benchmark
Investors Choice provides consulting services to assist money managers in
achieving compliance with the Association for Investment Management and
Research's Performance Presentation Standards (AIMR-PPS®) and
Global
Investment Performance Standards (GIPS®).
Investors Choice offers workshops on AIMR-PPS, GIPS and an assessment
of a firm's compliance in an AIMR and GIPS environment. We also review
systems and assess rate-of-return methodology. |
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Why Have Your
Compliance Verified ? |
- Sends the message that you have met the ethical benchmark
for your industry.
- GIPS® opens up the world market.
- Clients generally recover verification costs from
"increased
assets under management" gained through marketing
their compliant status.
- Credibility: Potential referral sources are more comfortable
in referring your firm.
- AIMR® and GIPS® compliance and verification gives your
firm a "leg
up" in terms of compliance securities with regulations.
- There is "Cachet' in voluntary compliance with industry
"best practices".
- AIMR® and GIPS® verification differentiates your
performance record from that of your competition.
- Being compliant and verified assists consultants, pension
plan sponsors and merger candidates with due diligence
efforts.
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Investors Choice conducts performance measurement
verification services for money
managers throughout Canada and is a value alternative to the major accounting and
performance
measurement firms.
The Investors Choice verification opinion is issued by a publicly licensed
Chartered
Accountant using attestation standards of the Canadian Institute of Chartered
Accountants and the CFA Institute (formerly the Association for Investment Management
and Research Performance Presentation Standards) (AIMR-PPS®), and
Global Investment
Performance Standards (GIPS®).
Investors Choice conducts consulting engagements across Canada for
the Investment
Management Industry and actively participates in AIMR-PPS® / GIPS® and
industry conferences.
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For more information on Investors Choice performance measurement
services, please call
J. Michael Lowry, Managing Director
(affiliate member of the TSFA)
(905) 281-2616 or toll free 1-877-We-Verify (1 877 938-3743)
Fax
(905) 897-9210
89 Queensway West, Suite 226, Mississauga, ON Canada L5B 2V2
e-mail: info@investorschoice.ca.
website. http://www.investorschoice.ca
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