“The CFA Institute Global Investment Performance Standards (GIPS®) are globally accepted standards considered industry best practice for investment performance reporting and presentation. Adopted by hundreds of organizations around the world, the GIPS standards have been implemented by most of the top asset management firms. By establishing requirements for consistent and transparent reporting, the GIPS standards empower investors to compare the past performance of asset managers.” – CFA Institute
APS Ventures is laser focused on performing for our clients. When considering the time and cost to our firm to become GIPS compliant, it was a no-brainer for us.
Surprisingly, most financial advisory firms are not compliant. Therefore, they cannot show you historical returns that their firm achieved for their clients. If you question an advisor’s return, ask for it in writing. Their response will tell you everything you need to know.
Our composite data is directly used to maintain our GIPS compliance and is third-party verified annually. Only the best of the best for our clients.
In the future, we hope to see more firms voluntarily comply.