GLOBAL INVESTMENT PERFORMANCE STANDARDS VERIFICATIONS (GIPS®)
With the overwhelming majority of investment management firms now GIPS® compliant, it is more important than ever for you to update your firm’s policies and begin the road to compliance. Cohen Fund Audit Services’ Global Investment Performance Standards (GIPS®) team focuses on ensuring our clients are, and remain, GIPS® compliant.

We combine expertise, individualized attention and cost-effective pricing in order to provide our clients with the level of client service they need and deserve. Currently, Cohen Fund Audit Services and its staff are engaged to provide GIPS® verification and performance examination services for investment advisers as well as accounting services for over fifty mutual fund families with total assets of approximately $9 billion.

Our GIPS® services include:

• Pre-verification and compliance consulting
• Assistance with composite membership guidelines and development of internal processes and procedures
• GIPS® verifications including verification statement
• Performance examinations of specified composites