MONTREAL–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, is proud to announce that Founder and Managing Director, Ioannis Segounis, has been named to the CFA Institute’s Certificate in Performance Management Measurement (“CIPM”) Advisory Committee.
The primary purpose of the CIPM Advisory Committee is for its volunteer members to provide independent and objective strategic advice to CFA Institute staff on all aspects of the CIPM designation, including input on positioning, design, development, and promotion.
Other CIPM Advisory Committee Terms of Reference are available by clicking here.
About Phocion Investment Services Inc.
Phocion Investment Services Inc. services stakeholders in the investment management industry. The company provides the expertise, independence and sophisticated tools that enable our clients to meet their performance, compliance and due diligence objectives.
Phocion was founded during the financial crisis, a period of great uncertainty for investors and the global economy; a period during which investors suffered significant financial losses – losses which could have been mitigated through a performance oversight and operational controls assessment. 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 your trusted partner in the investment process.
Phocion Investment Services Inc.
About the Certificate in Performance Management Measurement (“CIPM”)
The CIPM curriculum is based on an advanced body of knowledge that is continuously reviewed and updated by more than 1,000 active investment practitioners around the world to ensure it reflects the most relevant trends and the core competencies.
Approximately 70% of the curriculum and readings cover advanced performance evaluation (measurement, attribution, appraisal, manager selection).
Approximately 30% covers ethical and professional standards, including how to use the the Global Investment Performance Standards (GIPS).