Investment Industry

Kreischer Miller offers three broad areas of support to Investment Managers and Institutional Investors, through its fully dedicated, diverse base of professionals.

Compliance and Consulting Needs of Investment Managers:

• Audits of investment managers;
• Audits of investment pools managed by investment managers;
• Consultation concerning, and testing of, systems and procedures used by an investment manager;
• Tax return preparation and tax strategy development;
• Consulting for internal technology employed by the manager;
• Executive search for investment manager personnel.

GIPS Compliant Performance Presentations of Investment Managers:

• Consulting advice on how to present GIPS compliant investment performance results;
• Verification of a Manager’s systems and procedures for constructing investment composites and capturing investment performance of its various composites;
• Examination of an individual composite to confirm the GIPS compliance of the presentation of its performance results.

Assessment of the Business Risk (vs. Investment Risk) Inherent in an Investment Manager’s Operations:

• Representing major investors seeking to understand their uncompensated business risk from using an investment manager;
• Representing an investment manager who seeks to assure its investor- clients that uncompensated business risk is being managed effectively.

For more information contact Tom Peters, tpeters@kmco.com or
Todd Crouthamel, tcrouthamel@kmco.com at 215-441-4600.