Nelson Investment Performance Measurement (IPM) Services was founded in 2009, for the purpose of providing performance measurement and GIPS consulting services to investment advisory firms.  After encountering firms with unique constraints on performance data, resources, and/or expertise, we developed a hands-on approach to addressing the challenges experienced by many firms.

We have familiarity with the complexities of various portfolio accounting systems and performance measurement challenges, and provide customized solutions to meet your needs.  With over 11 years of combined experience in GIPS verification on hundreds of firms around the globe, we can identify the relevant issues for any situation, make expert recommendations, and prepare you for verification or claim of GIPS compliance.  Our insights, proficiencies, and focus will lead to efficiencies in your composite calculations and verification.

Fast Facts:

• Established in 2009
  
• All professionals hold CIPM certificates
  
• 20+ clients
  
• Experience with equities, fixed income, alternative investments and real estate
  
• We have worked with international and multi-national companies.
  
• Combined 15 years of experience in the industry (11 in GIPS verification)