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 [...]
For many professional athletes the world of private wealth management has proven to be a ruthless jungle [...]
This article is forthcoming in The Journal of Performance Measurement (Summer 2016) Introduction The [...]
The implementation of sound risk management practices can assist Investment Managers to distinguish [...]
The Client Relationship Model (CRM) is coming into effect in Canada with advisors/dealers (from now on [...]
Introduction The opportunity to change a cost center into a profit center exists for all investment [...]
For defined benefit (“DB”) pension plans, a strong Enterprise Risk Management (“ERM”) culture goes [...]
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.
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.