GIPS Standards Annual Conference

 

Supporters

 

CFA Institute would like to thank the following companies for their support of the GIPS Standards Annual Conference.

 

Exhibitors  

Absolute Performance Verification LLC
Absolute Performance Verification provides distinctly superior GIPS verification work and exceptional service at a fair price. Focused on excellence, integrity, and enthusiasm, Absolute’s goal is to exceed expectations via excellence and innovation. Absolute is the GIPS specialist to help firms realize their GIPS compliance goals.

ACA Beacon Verification
ACA Beacon Verification Services is a leading provider of GIPS compliance verification services. Beacon’s highly consultative approach to verification and partner mentality gives rise to unparalleled service and attention to detail.

Ashland

Ashland is a leading provider of GIPS consultation/verification services and the CCO resource program and mock SEC examinations for SEC consultation. The Ashland advantage comes from focused expertise, in-depth understanding of the investment management industry, and unparalleled client service.

CAPS, Inc.
CAPS, Inc, provides rules-based software to build compliant composites and to notify users of required participation changes for achieving and maintaining compliance with GIPS. Their composite management and reporting software contains additional functionality for multi-currency, blended benchmarks, net-of-fee, and after-tax calculations.

CIPM Program

The Certificate in Investment Performance Measurement (CIPM) program is the gauge that clients and firms use to measure investment performance specialists around the world.


DST International
With 21 offices and over 1,700 professionals to support its growing global client base, DST International provides a unique and comprehensive range of investment management and performance measurement software solutions and related services to over 700 clients in 55 countries.

Eagle Investment Systems
Eagle Investment Systems, a subsidiary of The Bank of New York Mellon Corporation, is a global provider of financial services technology. Eagle provides enterprise-wide solutions and professional services for investment accounting, data management, and performance measurement.

RIMES Technologies

RIMES Technologies pioneered the delivery of highly customized information and analytics via the internet and now delivers data either through desktop analytical tools for front-office operations or through RIMES SmartFiles® custom file services for the mid and back office.


The Spaulding Group, Inc.
The Spaulding Group, Inc., provides an array of performance measurement services and products, including consulting (e.g., GIPS support, software searches, pre-verification/verification), publishing (The Journal of Performance Measurement®), research, and training. They also host the Performance Measurement Forum and the Annual PMAR™ and TIA Conferences.

SS&C Technologies, Inc.
Sylvan™ is the market-leading performance measurement, attribution, and composite management platform from SS&C Technologies, Inc., designed to streamline the calculation and reporting of all your performance measurement requirements. To get your free copy of Sylvan’s white paper, “Six Things You Need to Know about Composite Management and GIPS®,” please e-mail kschwecke@sscinc.com.

StatPro
StatPro is a leading provider of portfolio analytics and data solutions for the global asset management industry. StatPro has grown from a one-product company to offer eight core products including data and enterprise reporting solutions.

SunGard
Asset Arena is SunGard’s global family of software solutions and related services for asset managers, third-party administrators, insurers, and pension fund managers. Available as an integrated solution set or as individual offerings, Asset Arena supports a range of functions through a scalable technology platform. 

Vincent Performance Services LLC
Vincent Performance Services LLC provides GIPS verification and consulting services to investment managers of all sizes and complexities located throughout the world. They are committed to delivering unsurpassed service based on a real understanding of the issues and a genuine enthusiasm for what they do.

Wilshire Analytics
Wilshire Analytics has been a leading provider of global performance measurement and composite, risk, and attribution solutions for the investment management and plan sponsor communities for more than 30 years.

 

Totefolio Sponsor  
Ashland

Ashland is a leading provider of GIPS consultation/verification services and the CCO resource program and mock SEC examinations for SEC consultation. The Ashland advantage comes from focused expertise, in-depth understanding of the investment management industry, and unparalleled client service.