Investment Performance Management Made Simple
Expert consulting services to take your business to the next level
About IZ Consulting
Our Mission
Specialize in providing comprehensive solutions in performance-related services within the investment management industry. Committed to delivering excellence and contributing to our clients’ success.
Our Services
We offer a wide range of services at IZ Consulting, GIPS, Performance Measurement, Performance Attribution, Investment Data, Investment Operations, System Implementations. Browse our services to learn more about what we offer about what we offer.
Services
Performance Measurement
- Historical track record compilation
- Tailored record construction
- Performance system searches and implementation
- Converting historical performance data
Performance Attribution
- Analyze investment returns, pinpointing key drivers
- Identify performance factors to evaluate strategies
- Compare portfolio performance to benchmarks
- Use insights to inform asset allocation and portfolio management
GIPS Implementation
- Composite formulating and calculating
- Account/composite results audit
- Document firm policies and procedures
Investment Operations
- Optimize your operations and increase efficiency
- Identify areas of improvement, streamline processes
- Help you run your business more effectively
Investment Data Transition
- Performs thorough assessments and offers strategic recommendations for current operations
- Conducts testing and analysis of policy system and conversion data
- Collaborates with client data experts to define conversion requirements
- Verifies target system functionality with converted data for QA testing