INVESTMENT PERFORMANCE COMPLIANCE

As a fiduciary, adhering to the highest standards of reporting is critical and expected.

The CFA Institute Global Investment Performance Standards (GIPS) are globally accepted standards, considered industry best practices, for investment managers reporting and presentation.

 

The purpose of the standards is to ensure full and fair disclosures and representation and to enable investors to directly compare one firm’s track record with another firm’s record. The standards improve transparency by eliminating survivorship biases, misrepresentations, and historical data omissions.

 

These standards incentivize firms to invest significant time and resources into internal risk-control mechanisms and setting performance benchmarks – the hallmarks of reliable long-term success. To claim compliance, an investment firm must demonstrate adherence to compliance rules governing input data, calculation methodology, composite construction, disclosures and presentation and reporting. 

 

Parkview Partners Capital Management claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To obtain GIPS-compliant performance information for the firm’s strategies and products, please contact Mark Obrock at mobrock@parkviewpcm.com.