Performance measurement and evaluation is important to the vitality of the investment industry by providing insight into the [...]
Due Diligence is an integral part in the selection of an investment manager. Phocion in-depth analysis evaluates an investment [...]
Hedge fund managers are some of the brightest professionals in the investment industry. In many cases, [...]
A couple of weeks ago, I placed an online equity trade via my discount broker's Web portal. In this [...]
The investment management industry is fiercely competitive. As such, in order to distinguish oneself [...]
Too Great an Emphasis on Career Risk Management Leads Portfolio Managers to Underperform Their BenchmarkYoung finance students often ask what topic should be taught during undergrad that presently is not. My [...]
The due diligence process offers managers the opportunity to showcase all components of their operations, [...]
We often encounter managers that do not comprehend the critical role that their compliance culture can [...]
Phocion’s Performance Training Services Give Industry Professionals the True Understanding of Performance ReturnsMONTREAL (CANADA) – Phocion Investment Services (Phocion) is proud to offer performance training [...]
Webinar Replay: Discussing Benefits of Strategic Alliance – Compliance Risk Concepts and Phocion Investment ServicesNEW YORK (NEW YORK) | MONTREAL (CANADA) – Earlier today, Compliance Risk Concepts and Phocion Investment[...]
Phocion’s Operational Due-Diligence Service Fills Industry Gap by Providing Investors with Premium Quality ResearchMONTREAL (CANADA) – Phocion Investment Services (Phocion) is proud to offer premium independent due [...]
MONTREAL (CANADA) – Earlier today over a webinar, Phocion Investment Services (Phocion) laid out the [...]
MONTREAL (CANADA) – Phocion Investment Services (Phocion) Phocion is proud to offer institutional [...]
Inaugural Webinar Presentation announcing the launch of Phocion Investment Services’ Global Performance CommitteeMONTREAL (CANADA) – Please join us for the Inaugural Webinar Presentation announcing the launch of [...]
Established in 2010 with a focus on raising the standards of the investment industry, Phocion Investment Services Inc. is a professional investment services company specializing in Performance, Operational Due Diligence (ODD) and Compliance. Our services span the entire spectrum of their respective disciplines and are designed to provide the knowledge required to improving investment operations.
"I can't be both his friend and his flatterer." Those are the famous words of Phocion (c. 402 BC – c. 318 BC), the man that this firm was founded after. Phocion was an Athenian statesman who avoided corruption and whose uprightness earned him the nickname, "The Good." Phocion never gave insincere counsel and never mistreated anyone he disliked.
Phocion Investment Services is an independent firm whose three Managing Directors have over 55 years of service at some of the most decorated financial institutions. Each partner possesses a different core competency which when combined together, provide our clients the most comprehensive approach available in the investment industry today.
Former Professional Soccer Player | Conference Speaker
Phocion really provided quality services in assisting us completing a due diligence questionnaire. Among other elements, the team demonstrated a great understanding of the operational best practices and how they can be implemented to a smaller organization like us. There are easy to work with, responsive and have the client’s interest at heart.