514 564-9955

Phocion Announces Its Affiliated Membership With The Portfolio Management Association of Canada (PMAC)

August 22, 2017

Phocion Announces Its Affiliated Membership With The Portfolio Management Association of Canada (PMAC)


MONTREAL (CANADA) – Phocion Investment Services (Phocion), a leading provider of compliance, performance and due diligence services, is pleased to announce that it has become an Affiliated Member of the Portfolio Management Association of Canada (PMAC). Established in 1952, PMAC provides a forum for the investment industry to convene to share knowledge. Salient PMAC activities include:

  • Annual National Conference, annual Compliance Forums and regular seminars
  • Surveys on operational, compliance and best practice issues
  • Sharing member developed/legally vetted templates, policies and standards

Phocion Managing Director, Kosta Segounis goes to say that “becoming an Affiliated Member of PMAC enables Phocion to increase its pulse of what portfolio managers find most challenging to their operations. Phocion provides portfolio management firms with cost-effective solutions that assist in raising their profiles in the areas of compliance and performance presentation. Our services raise portfolio manager’s operating standards and in so doing help make them more attractive to existing and prospective investors. Today’s investors go to great lengths to ensure the safety and transparency of their managed capital, and quickly eliminate managers that do not fit with their strict criteria. Phocion’s services therefore enhance the overall investment industry’s operating standards and position the most adherent managers to compete for capital.”


About Portfolio Management Association of Canada

Portfolio Management Association of Canada represents investment management firms that manage more than $1.5 trillion in assets for private individuals, foundations, universities and pension plans. The Association advocates for the highest standards of unbiased portfolio management in the interest of investors served by members.


Portfolio Management Association of Canada | 1 Toronto Street, Suite 905 | Toronto, Ontario | M5C 2V6 Canada

  1. 416-504-1118 | info@portfoliomanagement.org | www.portfoliomanagement.org


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

T. 514-564-9955 | info@phocioninvestments.com | www.phocioninvestments.com

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