Firm-wide commitment to ethical best practices and internal control processes

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Cabana Asset Management claims compliance with the Global Investment Performance Standards (GIPS®). All of the firm’s SMA composite performance is constructed and maintained by an independent third party, Longs Peak Advisory Services.  

Access all Cabana GIPS Reports below.

What is GIPS?

According to gipsstandards.org, GIPS® standards ensure fair representation and full disclosure of investment performance. These principles may lead firms and asset owners to avoid misrepresentations of performance and to communicate all relevant information that prospective clients and investors and oversight bodies should know in order to evaluate past results.  

The objectives of the GIPS® standards are as follows:

  • Promote investor interests and instill investor confidence. Ensure accurate and consistent data.  
  • Obtain worldwide acceptance of a single standard for calculating and presenting performance.  
  • Promote fair, global competition among investment firms.  
  • Promote industry self-regulation on a global basis. 

How does GIPS® impact investors? 

GIPS® provides confidence in the integrity of presentations from your investment firm and the ability to compare performance across compliant firms. 

Gipsstandards.org provides an overview of why GIPS® compliance matters to investors and it can be found here

Our commitment to fair representation and transparency

Cabana is one of approximately 1,800 organizations to claim compliance with GIPS®. The firm has been independently verified on a firm-wide basis for the period January 1, 2012 to December 31, 2019.  The firm’s SMA composite performance is constructed and maintained by an independent third party, Longs Peak Advisory Services. 

More about GIPS® 

Verification assesses whether (1) the firm has complied with all the composite construction requirements of the GIPS® standards on a firm-wide basis and (2) the firm’s policies and procedures are designed to calculate and present performance in compliance with the GIPS® standards. Verification does not ensure the accuracy of any specific composite presentation. To receive a GIPS report, our firm’s verification report(s), a list of composite descriptions, or limited distribution pooled fund descriptions, please email your request to info@thecabanagroup.com. GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. More information about GIPS® can be obtained at www.gipsstandards.org