This week we are celebrating TWENTY years as a firm, a milestone that fills us with both pride and deep gratitude. Twenty years ago, the
Each year, the Global Investment Performance Standards (GIPS®) Conference offers a valuable window into where performance reporting is heading. The 29th Annual GIPS Conference did
Navigating the intricacies of financial regulations can be a challenge, especially with the recent update to the SEC Marketing Rule 206(4)-1. Reconciling this with the
The GIPS Policies and Procedures Manual: A Solid Blueprint Claiming GIPS compliance can be a game-changer for investment managers. It’s like constructing a solid architectural
How can small and mid-sized managers merge the requirements? As GIPS Verifiers, we are tasked with reviewing a firm’s claim of GIPS compliance. And while
When we present to prospective clients, we are often asked what sets us apart from other firms. As a husband-and-wife operation, we know that we
Published October 11, 2016 at 5:55 AM EDT
Absolute Verification Cofounder Leisa Western on the South Carolina Business Review podcast discussing her take and advice on ethical investment management.
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