Global Investment Performance Standards

A tailored approach to help you to be GIPS compliant

A new standard of storytelling is necessary for asset management companies, in this competitive landscape. Compliance with the Global Investment Performance Standards (GIPS®) has become a differentiator, providing a consistent approach to investment managers in communicating their performance to clients.

We aim to give managers, investors and regulators the confidence that risks and returns are managed, measured and reported effectively and transparently. We help build trust in the investment management process.

PwC is a leading provider of GIPS verification and consulting services to investment managers around the world. In Malaysia, we have experienced professionals dedicated to assisting clients with implementation, compliance, and verification issues related to GIPS. Our approach is tailored, based on your specific needs.

We can gather information on the performance measurement and analysis process used to assess the performance of your investments. Working together with you, we will consolidate results from the performance assessment, interviews and key controls review to provide a holistic view of the current practice and guide you towards GIPS certification.

A three step approach to guide you towards GIPS compliance:

Meetings with you to discuss and agree on expectations
Defining the scope to ensure that it correctly reflects your firm’s needs
Performing a gap analysis to measure current performance vs potential performance with GIPS
Assessing organisational, technical and operational controls to ensure a smooth transition to GIPS
Providing key insights to help you use and interpret the GIPS report correctly

Collecting data and verifying controls
Conducting training to introduce accepted GIPS performance calculations
Working together with the GIPS steering committee to finalise a firm-wide GIPS Policy manual*

*The manual outlines:

what your firm is defined as
composite creation
rules and approach adopted to comply with GIPS
procedures for maintenance and supply databases

Sampling of composites and performance calculations
Defining gaps based on analysis performed between your firm’s current skills and competencies and those required with GIPS
Delivering a firm-wide GIPS compliance verification report