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 [...]
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 [...]
Last month I attended a conference dedicated to bringing Canadian hedge fund managers together with [...]
Private Equity is an asset class that has garnered increased interest from institutional and accredited [...]
Hedge fund managers that generate exceptional returns over time are often held in high esteem by [...]
MONTREAL (CANADA) – Phocion Investment Services Inc. (Phocion), a leading provider of performance, [...]
MONTREAL (CANADA) – Please register for a webinar hosted and presented by Phocion Investment Services: [...]
MONTREAL (CANADA) – Phocion Investment Services (Phocion), a leading service provider in performance, [...]
MONTREAL (CANADA) – Phocion Investment Services (Phocion) is emerging as the service provider of choice [...]
Phocion’s Chief Compliance Officer Support Services Provide Flexible, Highly-Professional Solution to Compliance DepartmentsMONTREAL (CANADA) – Phocion Investment Services (Phocion) has experienced a surge in demand for its [...]
MONTREAL (CANADA) – Through its strategic relationship with Compliance Risk Concepts (CRC), Phocion [...]
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.