MONTREAL–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, is proud to deepen its performance services with the addition of three offerings: GIPS® Maintenance, Institutional Performance Advisory and Performance Audit.
Phocion’s GIPS® Maintenance fills a great need because compliance with GIPS® is not a one-time event and the hard work does not end following the first verification after GIPS® implementation. Institutional Performance Advisory has been designed specifically for institutional firms with performance departments in place. While its Performance Audit is the most comprehensive performance review available in the industry today, designed to provide firms and their clients with utmost confidence in managing and investing in a fund.
About Phocion Investment Services
Phocion Investment Services provides the expertise, independence and sophisticated tools that enable our clients to meet their performance, compliance and due diligence objectives. Our objective is to bring clarity to the complexities of the investment industry and to assist stakeholders in their investment decision processes. With our team’s proven track record and the firm’s core pillars of honesty, accountability, and excellence in service, we are the industry’s trusted partner in the investment process.
Phocion Investment Services | 1010 Sherbrooke Street West, Suite 1800 | Montreal, Quebec | H3A 2R7 Canada