The Performance Of Parlan Financial Corp.

Investment Strategy Performance

Ethical Standards

GIPS® stands for Global Investment Performance Standards. These standards were created by the Chartered Financial Analyst Institute – the leading global association of investment professionals – and are governed by the GIPS® Executive Committee.

GIPS are the ethical standards that investment managers follow for creating performance presentations that ensure fair representation and full disclosure of investment performance results. Because of these principles, investors can compare advisors. In other words, it allows an apples-to-apples comparison among the performances of investment firms. Being GIPS compliant means an investment firm adheres to these global standards.

Becoming GIPS® Compliant

In order to become GIPS® compliant, advisors follow the methodology of calculating performance results detailed by the standards board.

When this occurs, the firm is allowed to state that they are GIPS® compliant.

The firm can take another step, and hire an independent third party to review its performance and the procedures used to arrive at that performance. This review will check all calculations, statistics and procedures necessary to ensure accuracy. Upon satisfactory results, the auditor will issue a statement stating that the firm has indeed adhered to the policies and procedures and can claim that it is GIPS® verified.

The Background of GIPS® Compliance

GIPS® principles are in place in more than 30 countries, and they’re the global industry standard for verifying investment returns.

In fact, few, if any, pension funds or other institutional investors will invest with a firm that is not GIPS® compliant.

Becoming GIPS® compliant is completely voluntary, but it is a recommended for any investment manager. That’s because it enforces the most stringent principles in the industry. 

Performance Presentation

GIPS stands for Global Investment Performance Standards. These standards were created by the Chartered Financial Analyst Institute – the leading global association of investment professionals – and are governed by the GIPS Executive Committee.

GIPS are the ethical standards that investment managers follow for creating performance presentations that ensure fair representation and full disclosure of investment performance results.

This is important for the investing public so investors can accurately compare performances and have the peace of mind that their advisor is being transparent with their investment results.

It’s why Parlan Financial is GIPS compliant as a firm  has also been verified by an outside auditing firm.

We are pleased to offer for your review our performance presentation in accordance with the Global Performance Standards Investment (GIPS®).To learn more about our GIPS Performance Presentations click here to Schedule a meeting .