Phocion’s Performance Audit Service is the Most Comprehensive Performance Review Available in the Industry Today
MONTREAL (CANADA) – Phocion Investment Services (Phocion) is proud to offer performance audit services that are designed to provide all investment industry stakeholders the utmost confidence in managing and investing in a fund, whether it is a long-only, traditional strategy or a more complicated hedge strategy. The review focuses on every aspect of the performance management process to ensure that each and every step has been correctly and accurately executed. The steps comprise four phases: data input, performance return, derived performance and reporting.
Phocion founder, Ioannis Segounis, stated: “Unlike standard industry practice of auditing sample accounts, Phocion’s review focuses on all levels of a firm, from the most granular (i.e. security level) to the total firm performance and allowing for a complete historic since-inception review. Our evaluation is performed across all derived measures namely, multi-period returns and risk-adjusted performance and attribution.”
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, 18th Floor | Montreal, Quebec | H3A 2R7 CanadaPDF version