Preparing for a Successful Global Investment Performance Standards Verification

Preparing for a Global Investment Performance Standards (GIPS^®) verification doesn’t have to be stressful. Whether you’re facing an upcoming review or refining your long-term compliance program, this webcast breaks down what it takes to be truly verification ready.

Join industry experts as they walk through the essential preparation steps firms often overlook, the most common verification pitfalls, and the proven practices that help ensure your composites, policies, procedures, and disclosures stand up to scrutiny. You’ll leave with a practical playbook you can apply before, during, and after your next GIPS verification.

What You’ll Learn:

• The key materials and documentation verifiers expect to see
• Common GIPS verification challenges, and how to avoid them
• Best practices for preparing composites, policies, and procedures
• How to streamline the verification process and reduce disruption

Who Should Attend:

• GIPS compliance professionals
• Performance and reporting teams
• Operations, risk, and compliance leaders
• Firms preparing for an initial or ongoing GIPS verification

Register now to gain practical insights and prepare with confidence.

All webcasts are recorded and will be sent to registrants following the live broadcast.