Course

Next Steps: Marketing and Selling Your Claim of Compliance

Following the GIPS standards means you are following globally recognized best practices. The policies and procedures you implement have many internal benefits, but for the vast majority of firms, the main benefit of compliance is related to marketing and sales. Compliance and verification are an investment and you want to see a return on that investment in the form of more clients and increased assets under management. But, compliance is not enough. You need to leverage your claim of compliance. In this module we will help you understand how to use GIPS compliance in your marketing and sales efforts.