Goelzer Investment Management – Investment Strategies (“GIS”) claims compliance with the Global Investment Performance Standards (GIPS®). The CFA Institute’s Global Investment Performance Standards are a globally accepted set of standards that are considered industry best practice for investment performance reporting and presentation. In addition to compliance with these standards, GIS has voluntarily undergone a firm wide verification by an independent third party to provide an extra level of assurance for investors. The CFA Institute has a wealth of information about GIPS® available here.
GIPS® Reports are available for the following investment strategies:
- Core Value Equity
- Core Growth Equity
- Rising Dividend Equity
- Core Blend ESG
- Small Cap Value Equity
- Intermediate Term Government Corporate Fixed Income
- Intermediate Term Tax Exempt Fixed Income
In addition to these strategies, Goelzer blends and tailors these investment strategies in a balanced approach to meet specific client goals.
If you would like to know more about how Goelzer approaches GIPS® or to obtain a GIPS Report for the strategies listed above, please contact your client advisor or our General Counsel & Chief Compliance Officer, Jeffrey Bush.
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 therein.