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GIPS

VIEWS: 19 PAGES: 1

									eVestment Seeks GIPS Compliance Info
for Survey
Article published on November 13, 2009
By Jay Cooper

Database and Analytics provider eVestment Alliance1 and GIPS verification firm
ACA Beacon Verification Services2 are hoping asset managers will take part in a
Web survey meant to find out how the Global Investment Performance
Standards (GIPS) compliance has affected their marketing efforts.

Among other items, the survey, which is open to all money managers that
provide data to eVestment Alliance, seeks answers on who is claiming GIPS
compliance, why firms are claiming GIPS compliance, what portion of RFPs in the
market are requiring GIPS compliance and how that compliance has helped
marketing efforts. The anonymous survey, which should take managers roughly
10 minutes to fill out, will also ask managers what GIPS standards they feel they
need more guidance on.

The goal is to include more managers than past industry surveys on GIPS
compliance, which have tended to focus on data from only the largest managers,
says Christie Dillard, director of marketing for ACA Beacon Verification
Services, which is helping to conduct the survey. “It’s marketing focused and
going to a broad audience of firms that want to compete in the institutional
marketplace,” she says.

Survey answers by each participant will remain anonymous. To ensure that the
survey is only answered by asset managers, eVestment will send the survey only
to the marketing contacts at managers that already enter information into the
eVestment database. Those contacts should have received an email on Tuesday,
inviting them to participate in the survey. Those same contacts will receive
another email next week in case they missed the first one.

The firm is asking for broad participation from managers who use the database
to ensure more complete and thorough results. The deadline for completing the
survey is next Friday, Nov. 20. For questions, please contact Christine Dillard at
1-866-279-0750 or cdillard@acacompliancegroup.com

								
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