Securing your position in the wealth management market
The competition among wealth managers is intensifying – differentiation, professional customer relationship management and branding are becoming key. In addition, stakeholders of financial institutions are getting more and more critical with respect to performance presentations, demanding ethical behaviour, transparency, credibility and trust. And investment management clients are also becoming more sophisticated and demanding – they expect high-quality reporting and analysis of their performance. With performance measurement and analysis getting more complex, special know-how is required.
One solution for addressing these challenges is to implement state-of-the-art performance measurement and analysis techniques and compliance with industry ethical standards on investment performance presentation such as Global Investment Performance Standards (GIPS).
PricewaterhouseCoopers' Investment Performance Team offers you a wide range of investment performance related services, which will help you meet your objectives and needs and get the greatest benefits possible.
Our services …
… to help you address the challenges
Advice and assistance in GIPS implementation, project management, IT system selection and implementation, verification of GIPS compliance, assistance in establishing proper GIPS compliance procedures, controls, communication and marketing concepts.
Technical assistance and advice in setting up performance measurement, evaluation and attribution, project management, evaluation of IT systems, coaching, training and education in the field of investment performance.
Your benefits …
… working with us in the field of investment performance
- Our independence in terms of auditing performance presentation standards gives your stakeholders greater confidence.
- Our involvement in the development of the Global Investment Performance Standards means we can keep you up to date with the latest changes.
- Our dedicated performance specialists help you differentiate yourself from your competitors.
Our Investment Performance Team
PricewaterhouseCoopers' Swiss Investment Performance Team has a proven track record of GIPS implementation and verification of projects for various investment managers. Its members have additional training in the field of investment management (the CFA programme). The team draws on our globally integrated service, with a network of performance specialists in over 20 countries.
