Investment Performance Measurement

There is an increasing trend for investment managers to obtain an independent opinion via an attestation service provided by a professional services firm to demonstrate that their performance disclosures have been properly calculated and presented in compliance with GIPS. With the borderless operations of many investment management houses, GIPS serve to provide greater uniformity and comparability among investment managers regardless of the geographical location to prospective clients and consultants.

If this is your situation

  • You want to ensure that your marketing and business development executives are equipped with a convincing and reliable performance history for presentation to potential clients
  • You are keen to find out and benchmark your underlying investment's performance history using a global industry standard
  • You are keen to claim compliance with GIPS for the track record of your underlying investment's performance history

How PwC can help you
PricewaterhouseCoopers has a global network of specialists who can provide solutions to all your investment performance measurement related needs.

Our services include:
  • GIPS implementation
  • Portfolio performance examination
  • Internal controls review/diagnostics
  • Performance fee models advisory/review
  • Performance analysis and attribution advisory
  • IT performance system selection advisory
  • GIPS/Investment Performance Training