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 [...]
The adoption of GIPS standardizes performance measurement and reporting across the industry. One may argue[...]
The structure of client fair dealings is an investment industry practice that is often implemented in a [...]
Most would agree that benchmarks are fundamental to fair representation as they provide a point of [...]
Throughout our discussions with industry professionals a pervasive concept often emerges: a confusion [...]
Society is afflicted by a bullying epidemic. Though the investment industry is made up of fine, [...]
Index Managers Require Skills that Benefit Investors Seeking to Avoid Excessive Fees and Under-Performance in Efficient Large Cap Equity MarketsA growing segment of investors desiring exposure to highly efficient equity markets (i.e. large caps in [...]
Enhanced Manager Background Checks Provide More Complete Picture for Investors Seeking Rigor to Due DiligenceMONTREAL (CANADA) – Phocion Investment Services (Phocion) is proud to offer our clients access to the[...]
Phocion Offers Webinars and Customizes Performance, Compliance and Due Diligence Training for Your OrganizationMONTREAL (CANADA) –Phocion Investment Services’ (Phocion) is a strong proponent of sharing topical [...]
Happy Holidays from Phocion Investment Services We would like to take a moment to wish you and yours a [...]
Phocion Posts Webinar to Website Titled: “Overview of the Recent GIPS® Guidance Statement on Benchmarks”MONTREAL (CANADA) – Phocion Investment Services (Phocion) posted a webinar on its website titled: [...]
Phocion Proudly Celebrates Seven Years of Assisting Investment Industry Participants to Achieve Operational ExcellenceMONTREAL (CANADA) – The month of November marks Phocion Investment Services’ (Phocion) seven-year [...]
MONTREAL (CANADA) – Phocion Investment Services Inc. (Phocion), a leading provider of performance, [...]
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, Compliance and Due Diligence. 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 works with their clients to help build awareness and confidence in the investment process. Notably, its performance verification service provides investors with the confidence required to invest and grow with their managers.
Representative, Race Rock Capital, LLC | Whistleblower
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.