GIPS Compliance

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.