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

Image Description

What is GIPS?

GIPS standards are a globally accepted methodology for calculating and presenting investment firms’ performance history that are widely relied upon by investment firms, their clients, and prospective clients for ensuring consistency of investment firm results. GIPS® is considered the “Gold Standard” for investment advisors.

How does GIPS impact investors?

As an investor, you can rely on the performance presentations given to you by GIPS-compliant firms. GIPS provides confidence in the integrity of presentations from your investment firm and the ability to compare performance across compliant firms.

The CFA Institute 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 less than 1,700 firms 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, 2018. All of Cabana’s Target Drawdown Portfolios have been independently verified from portfolio inception to December 31, 2018.

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 unless an independent performance examination has been conducted for a specific time period. To receive a GIPS compliance presentation, our firm’s verification report(s), and/or list of composite descriptions please email your request to info@cabanaportfolio.com. The Global Investment Performance Standards are a trademark of CFA Institute. CFA Institute has not been involved in the preparation or review of this report/advertisement. This material is for informational purposes only and is derived from the CFA’s Institute’s website. More information about GIPS® can be obtained at www.gipsstandards.org.