Service Providers
Service providers are available to assist your organization with attaining and maintaining compliance with the GIPS® standards. The following service providers have contacted CFA Institute and requested that they be listed as a resource. This list is not an endorsement by CFA Institute of the companies or the services or products they provide.
The content included herein is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. You alone assume the sole responsibility for evaluating the merits and risks associated with the use of any information or other content herein before making any decisions based on such information or other content. You agree not to hold CFA Institute or its subsidiaries liable for any possible claim arising from any decision you make based on information or content made available to you herein.
Absolute Performance Verification
USA
Leisa Western
leisa@absoluteverification.com
ACA Group
USA
Jamie Stewart
jamie.stewart@acaglobal.com
Alpha Performance Verification Services
USA
Michael Hultzapple
mike@alphaverification.com
Ashland Partners & Company
USA
Carrie Zippi
carrie@ashlandpartners.com
Assurance Accounting Group, LLC
USA
Jason Millard
jason@aacctgroup.com
Cairn Investment Performance Consulting
USA
Erik Johnsen
erik@cairnipc.com
Cascade Investment Compliance
USA
Kim Cash
Kim.cash@cascadecompliance.com
Cohen & Company
USA
Lindsay Selick
lselick@cohencpa.com
Dabney Investment Consulting Associates, Inc.
USA
Joseph Dabney
joedabney@dabneyinvestmentconsulting.com
Deloitte
Canada
Karim Manaa
kamanaa@deloitte.ca
Deloitte
China
Lixin Huang
huanglixin@deloitte.com.cn
Deloitte
France
Ophelie Peypoux
opeypoux@deloitte.fr
Deloitte
Mexico
Alejandro Ibarra
aibarracondey@deloittemx.com
Deloitte
USA
Brenda Di Leo
bdileo@deloitte.com
EisnerAmper LLP
USA
Andrew Halperin
andrew.halperin@eisneramper.com
Ernst & Young
Finland
Janne Aalto
Janne.aalto@fi.ey.com
Ernst & Young
Hong Kong
Alpha Tsang
Alpha.tsang@hk.ey.com
Ernst & Young
Singapore
Lucretia Aik
Lucretia.aik@sg.ey.com
Ernst & Young
Switzerland
Susanne Klemm
Susanne.klemm@ch.ey.com
Ernst & Young
Taipei
Charlie Hsieh
Charlie.Hsieh@tw.ey.com
Ernst & Young
United Kingdom
Arvinder Matharu
amatharu@uk.ey.com
Ernst & Young
USA
Jennifer Estrella
Jennifer.estrella@ey.com
EVIV Group Inc.
Canada
Emil Vassenine
emil@evivgroup.com
Frankfurt Finance Audit
Germany
Martin Schleimann
mschliemann@frankfurtfinanceaudit.de
Greenwich Analytics
USA
Sanjay Chandiramani
sanjay@greenwichbeta.com
Kings Thrones Limited
Nigeria
Akin Adeniyi
ccare@kingsthronesng.com
KPMG
Australia
Chris Callard
ccallard1@kpmg.com.au
KPMG
Canada
Garvin Deokiesingh
gdeokiesingh@kpmg.ca
KPMG
USA
Dan Strasshofer, Jr.
dstrasshofer@kpmg.com
Kreischer Miller
USA
Thomas Peters
tpeters@kmco.com
Mashurah
Saudi Arabia
Ghadah Mazi
info@mashurah.com.sa
Meritorius Audit Ltd.
Cyprus
Christos Metaxas
cmetaxas@meritorius.com
PwC
Singapore
Armin Choksey
Armin.p.choksey@pwc.com
PwC
Switzerland
Dimitri Senik
dimitri.senik@ch.pwc.com
PwC
Taipei
Ellen Kuo
ellen.kuo@pwc.com
PwC
United Kingdom
Kirsten Barker
k.barker@pwc.com
PwC
USA
Matthew Ward
matthew.e.ward@pwc.com
The Spaulding Group, Inc., dba TSG
USA
Chris Spaulding
cspaulding@tsgperformance.com
Synercate
Ghana
Ivy Hesse
ivyhesse@synercate.com
Ursa Fund Solutions LLC
USA
Antonella Puca
apuca@ursafs.com
Most verifiers also offer consulting services. See Verifiers list above.
Athos Investment Services, Inc.
Canada
Ioannis Segounis
isegounis@athoservices.com
DPG Deutsche Performancemessungs-Gesellschaft für Wertpapierportfolios mbH
Germany
Hans Pieper
pieper@dpg.de
Fairview Performance Services
USA
Ellen Harvin
ellen.harvin@fairviewinvest.com
First Composite
Canada
Justin Taheri
justin@firstcomposite.com
Guardian Performance Solutions
USA
Amy Jones
amy@compliantperformance.com
Kyza Performance Consulting, LLP
USA
Debi Rossi
Debi.rossi@kyzaperformance.com
Latitudes Conseil & Recherche
France
Jean-Francois Bouilly
jfbouilly@latitudes_cr.com
Longs Peak Advisory Services, LLC
USA
Sean Gilligan
sean@longspeakadvisory.com
Meradia
USA
Jonathan Boersma
jboersma@meradia.com
Performance Measurement Solutions
USA
Craig Horvath
craig@performancemeasurementsolutions.com
Solve Business Consulting
South Africa
Chris Lourens
chris.lourens@solveconsulting.co.za
Archer MSA
Performance Software
USA
Sarah Ruggieri
sruggieri@archerims.com
AMINDIS
Performance Software
Belgium
Remy Lehembre
info@amindis.com
BNY Mellon, Data and Analytics Solutions – Eagle Investment Systems
Composite Management Software
USA
Nathan Montgomery
nathan.montgomery@bnymellon.com
Cairn Investment Performance Consulting
Performance Software
USA
Erik Johnsen
erik@cairnipc.com
CAPS, Inc.
Composite Management Software
USA
David Yuska
info@capsinc.com
Clearwater Analytics
Performance and Composite Management Software
Global
Rachael Wright
info@clearwateranalytics.com
Confluence/Statpro
Performance Software
Global
Gregg Smith
gsmith@confluence.com
DPG Deutsche Performancemessungs-Gesellschaft für Wertpapierportfolios mbH
Performance Software
Germany
Herbert Jobelius
jobelius@dpg.de
FactSet Research Systems
Composite Management Software
Global
Sean Murray
sean.murray@factset.com
First Rate, Inc.
Performance Software
USA
Julie Windom
jwindom@firstrate.com
Great Usutu Technologies (Pty) Ltd.
Performance and Composite Management Software
South Africa
Mugu Mtsetfwa
mugu@usutu.co.za
Interactive Brokers - PortfolioAnalyst
Performance Software
Global
Chris Whispell
cwhispell@interactivebrokers.com
John Norwood Consulting, LLC
Composite Management Software
USA
John Norwood
John.norwood@norwood-consulting.com
Kings Thrones Limited
Performance Evaluation Software
Nigeria
Akin Adeniyi
ccare@kingsthronesng.com
Landy Tech Limited
Performance Software
United Kingdom
Gregory Chouette
gchouette@landytech.com
Markov Processes International
Performance Evaluation Software
USA
Michael Markov
info@markovprocesses.com
Objectway
Performance Software
Global
Gert-Jan Hoogendoorn
Gert-jan.hoogendoorn@objectway.com
Opturo
Composite Management Software
Ireland
Andre Mirabelli
amirabelli@opturo.com
SS&C Advent
Performance Software
Global
Matt Ahlstrand
mahlstra@sscinc.com