Cairn Investment Performance Consulting
  • Services
    • GIPS Compliance
    • Performance Measurement
    • Composite Management Tool
    • Advanced Analytics and Peer Group Comparison
    • Marketing Support and Data Distribution
    • Merger, Acquisition and Spin-Off Due Diligence for Registered Investment Advisors
  • Courses & Training
    • Exam & Course Overview
    • Review Course for CIPM® Level I Exam
    • Review Course for CIPM® Level II Exam
    • Mock Exam for CIPM® Level I Exam
    • Mock Exam for CIPM® Level II Exam
  • Items for Sale
  • About
  • Contact
  • Login
  • Services
    • GIPS Compliance
    • Performance Measurement
    • Composite Management Tool
    • Advanced Analytics and Peer Group Comparison
    • Marketing Support and Data Distribution
    • Merger, Acquisition and Spin-Off Due Diligence for Registered Investment Advisors
  • Courses & Training
    • Exam & Course Overview
    • Review Course for CIPM® Level I Exam
    • Review Course for CIPM® Level II Exam
    • Mock Exam for CIPM® Level I Exam
    • Mock Exam for CIPM® Level II Exam
  • Items for Sale
  • About
  • Contact
  • Login
Cairn Investment Performance Consulting

GIPS Self Help Template

ID: 1800

$750.00

  • Description

Product Description

The Self Help GIPS Template Package consists of a Policy and Procedure Manual, accompanied by plain English instructions and guidance for completing the manual. Additional templates included are for GIPS-Compliant Presentations (disclosures and required reporting items), a List of Composite Descriptions, and various statistical composite calculations. If you would like to look at a sample please review our complete description of this product by following this link under the Self-Help GIPS Template Package section. For additional questions contact us. By purchasing the Self Help GIPS Template Package you agree to the Conditions of Use agreement.

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About Us

Cairn Investment Performance Consulting provides customized investment performance measurement solutions and GIPS® consulting services for investment advisory firms. With a hands-on approach to calculating portfolio returns, constructing meaningful composites, and assisting firms with the adoption and maintenance of GIPS® compliance, we offer the most efficient, experienced, and reliable resources available to investment advisors.  
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541-414-3123

Mailing Address:
228 E Main St, Suite C
Medford, OR 97501

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