At our firm, we understand that trust is key when it comes to your investments. That’s why we adhere to the Global Investment Performance Standards (GIPS®)—a set of ethical guidelines that ensure transparency, consistency, and accountability in how we report the performance of your investments. And to further back up our commitment, our performance reports are third-party verified, providing you with an added layer of confidence in the integrity of our data.
What Are GIPS?
GIPS are internationally recognized standards that investment firms follow to ensure that the performance they report is accurate, fair, and consistent. By complying with GIPS, we aim to make sure that our performance data reflects the true performance of your investments, without any misleading or selective reporting.
How GIPS Benefits You
1. Consistency and Comparability
- GIPS ensures that the way we report performance is the same as other investment firms around the world. This means you can easily compare our performance with others, knowing that you’re looking at data measured by the same standard.
2. Transparency You Can Trust
- We believe in being transparent with you about how your investments are performing. GIPS requires that we provide clear, honest, and complete reports. No surprises, no hidden details—just accurate, up-to-date information.
3. Third-Party Verification
- To give you even more confidence, our performance reports are verified by an independent third party. This means that an external auditor checks our performance calculations, confirming that we’re following GIPS correctly and reporting the results accurately. This third-party verification adds another layer of assurance that what you see is truly reflective of your investments.
4. Investor Protection
- GIPS is all about protecting you, the investor. By following these standards, we strive to ensure that our performance reports are reliable and honest. This reduces the risk of firms “cherry-picking” the best results or leaving out unfavorable performance periods.
5. Global Recognition
- GIPS are used by investment firms all over the world. By adhering to these global standards, we show that we’re part of a worldwide commitment to ethical and transparent investing. It also means that we can manage your investments across different markets and regions with the same level of integrity and care.
6. Accountability and Responsibility
- Following GIPS isn’t just a set of guidelines; it’s a way for us to hold ourselves accountable to you. We take pride in ensuring our performance measurement processes are robust and reliable, so you can feel more confident about the way your money is being managed.
7. Confidence in Our Industry
- By choosing a firm that follows GIPS, you’re choosing a company that’s committed to raising the bar in the investment industry. We are dedicated to upholding the highest standards of professionalism, which helps build more trust in the industry as a whole.
Why Does This Matter to You?
At the end of the day, GIPS is about giving you more financial comfort. Knowing that your investment firm follows global standards for performance reporting—and that these reports are verified by a third party—means you can trust the information we provide. This allows you to make informed decisions about your investments with more confidence, knowing that you’re working with a firm that takes its responsibilities seriously.
When you choose to invest with us, you’re choosing a firm that not only follows best practices but also actively works to ensure that your interests are always at the forefront. GIPS compliance and third-party verification are just some of the ways we demonstrate our commitment to your financial success.
If you ever have any questions about how we report performance or what GIPS means for your investments, we’re always here to help!
GIPS® is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
