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Sound Income Strategies Announces Successful Gips® Standards Verification

Retrieved on:

Monday, January 29, 2024

Organization, GIPS, CFA Institute, RIA, Financial adviser

Verification provides assurance on a firm's policies and procedures for complying with the Global Investment Performance Standards (GIPS®) from CFA Institute.

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Verification provides assurance on a firm's policies and procedures for complying with the Global Investment Performance Standards (GIPS®) from CFA Institute.
"When Sound Income Strategies went through the rigorous process to become GIPS compliant last year, it was an important step in showing our commitment to transparency and investment best practices," said David Scranton, Founder and CEO of Sound Income Strategies.
The GIPS standards were introduced in 1999 by CFA Institute, a global association of investment professionals.
Rana Chander, Chief Operating Officer for Sound Income Strategies, added, "Achieving verification is valuable because it continues to show Sound Income Strategies' dedication to upholding the industry's highest ethical standards around performance reporting.

Palisades Group announces compliance with Global Investment Performance Standards (GIPS®)

Retrieved on:

Friday, October 6, 2023

CFA Institute, Ethics, GIPS, CFA, CPA, Audit, Palisade

The GIPS Standards, globally recognized as the standard for industry best practice for investment performance reporting and presentation, represents a set of standardized ethical guidelines that aim to provide transparency and comparability in investment performance reporting.

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The GIPS Standards, globally recognized as the standard for industry best practice for investment performance reporting and presentation, represents a set of standardized ethical guidelines that aim to provide transparency and comparability in investment performance reporting.
After months of preparation, Palisades has attained verification of compliance with GIPS Standards.
"We're proud to have undertaken the rigorous process required to verify Palisades' compliance with the GIPS standards," said Chris Dunn, CPA, Chief Accounting Officer of Palisades.
"Achieving compliance with the GIPS standards reflects our commitment to industry leadership, integrity, and transparency in reporting our investment performance to clients," said Fraser Armstrong-Watters, CFA, Chief Financial Officer of Palisades.

Arcesium and Confluence Partner to Deliver Efficiencies for the Buyside

Retrieved on:

Monday, June 26, 2023

Data management, Partnership, Confluence, GIPS, Partner, Risk, Growth, Asset, Cryptocurrency, Asset management

Managing data has become increasingly difficult and expensive for firms, requiring several vendor relationships to cover all aspects of the investment process.

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Managing data has become increasingly difficult and expensive for firms, requiring several vendor relationships to cover all aspects of the investment process.
We are excited about how it will accelerate Arcesium's business growth across the asset manager segment," said David Nable, Head of Client and Partner Development at Arcesium.
"Facing tighter regulations and competition, Asset Managers will benefit from Confluence and Arcesium's new integrated solution with streamlined data management, coupled with powerful performance and risk analytics," said Damian Handzy, Managing Director, Confluence Analytics.
"We're thrilled to partner with Confluence, a leader in investment management," said Mahesh Narayan, Segment Head for Institutional Asset Managers at Arcesium.

ACA Group Unveils New Outsourced Solution for Investment Firms' Performance Measurement and Reporting

Retrieved on:

Tuesday, June 20, 2023

Today’s investment industry is evolving rapidly, with investment managers facing heightened regulatory scrutiny, increased client expectations, staff turnover, and a competitive environment.

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Today’s investment industry is evolving rapidly, with investment managers facing heightened regulatory scrutiny, increased client expectations, staff turnover, and a competitive environment.
To overcome challenges, businesses are increasingly relying on external providers to manage their investment performance programs.
ACA will be hosting the webcast Enhancing Investment Performance Programs with Managed Services on June 27th that is open to the industry.
ACA offers the largest global team of professionals solely dedicated to investment performance solutions.

Sound Income Strategies Announces Compliance with the Global Investment Performance Standards (GIPS®) from CFA Institute

Retrieved on:

Wednesday, May 24, 2023

RIA, Certificate in Investment Performance Measurement, Organization, Statistics, GIPS, CFA Institute, Financial adviser, Cryptocurrency

FORT LAUDERDALE, Fla., May 24, 2023 /PRNewswire/ -- Sound Income Strategies LLC, a Fort Lauderdale, Florida-based Registered Investment Advisory (RIA) firm with more than $2 billion in assets under management, announced today that it claims compliance with the Global Investment Performance Standards (GIPS®) from CFA Institute.

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FORT LAUDERDALE, Fla., May 24, 2023 /PRNewswire/ -- Sound Income Strategies LLC, a Fort Lauderdale, Florida-based Registered Investment Advisory (RIA) firm with more than $2 billion in assets under management, announced today that it claims compliance with the Global Investment Performance Standards (GIPS®) from CFA Institute.
"Investors have many wealth management choices and a claim of GIPS compliance will help them understand why Sound Income Strategies should be a top candidate."
The GIPS standards were introduced in 1999 by CFA Institute, a global association of investment professionals.
Rana Chander, Chief Operating Officer for Sound Income Strategies, added, "Aligning with GIPS standards provides Sound Income Strategies with consistent and globally accepted measures that reinforce our integrity in reporting performance results.

Jensen Investment Management Appoints New Client Services Director

Retrieved on:

Tuesday, May 2, 2023

Asset Management, Professional Services, Finance, Charles Schwab, CFA Institute, History, GIPS, Investment management, Jensen Investment Company Building, Growth, ESG, Washington State University, BA

Jensen Investment Management (“Jensen”), a 100% employee-owned active equity investment management firm, is pleased to announce that it has appointed Crista DesRochers, CIPM®, as its new Client Services Director.

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Jensen Investment Management (“Jensen”), a 100% employee-owned active equity investment management firm, is pleased to announce that it has appointed Crista DesRochers, CIPM®, as its new Client Services Director.
She brings more than 17 years of investment management consulting experience, as well as expertise in ESG-assurance-related services.
She got her start in the business at Charles Schwab & Co.
"We are delighted to welcome Crista to the firm," said Eric H. Schoenstein, managing director, Jensen Investment Management.
As director DesRochers will be responsible for managing Client Services as the firm continues to grow its institutional client base both domestically and overseas.

Sterling Partners Equity Advisors Named SCV Top Gun Once Again

Retrieved on:

Friday, December 2, 2022

Universe, Informa, ESG, Account, SPEA, GIC, Noise, CFA, Gun, SCV, GIPS, Intelligence, PSN, ETF, Top Guns, Zephyr, Financial intelligence, SFM, CIO, Database, Financial adviser, Weapon

CHICAGO, Dec. 2, 2022 /PRNewswire-PRWeb/ -- Sterling Partners Equity Advisors LLC ("SPEA") announced today that it has been named to the celebrated PSN Top Guns List of best-performing separate accounts, managed accounts, and ETF strategies for Q3 2022. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers. Through a combination of PSN's proprietary performance screens, the PSN Top Guns list ranks products in six proprietary star categories in over 75 universes based on continued performance over time.

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Sterling Partners Equity Advisors named to PSN Top Guns list of best-performing SCV strategies for the 16th consecutive quarter.
CHICAGO, Dec. 2, 2022 /PRNewswire-PRWeb/ -- Sterling Partners Equity Advisors LLC ("SPEA") announced today that it has been named to the celebrated PSN Top Guns List of best-performing separate accounts, managed accounts, and ETF strategies for Q3 2022.
SPEA's Small-Cap Value Diversified strategy was awarded the 6-STAR Top gun distinction in the Small-Cap Universe as of September 30, 2022.
Sterling Partners Equity Advisors LLC ("SPEA") is a limited liability company and SEC-registered investment advisor formed in January 2017.

Cabana Asset Management Announces Transfer of ETF Lineup to Nasdaq

Retrieved on:

Wednesday, November 30, 2022

She went on to say, Were thrilled to build our ETF relationship with Cabana and continue to support ETF issuers with execution platforms, dedicated liquidity programs and customized support.

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She went on to say, Were thrilled to build our ETF relationship with Cabana and continue to support ETF issuers with execution platforms, dedicated liquidity programs and customized support.
The Cabana Group, LLC is the parent company of Cabana LLC (d/b/a Cabana Asset Management), Cabana Institutional, LLC, and Cabana Financial, LLC and shares common ownership with Cabana Black, LLC.
The companys services include wealth management, portfolio construction, retirement plan solutions, tax and estate planning, business development, insurance, annuities and sub-advisory money management.
With $2.5 billion in assets under management (AUM) as of December 31, 2021, Cabana Asset Management claims compliance with the Global Investment Performance Standards (GIPS ).

Golden State Asset Management Announces Compliance with The Global Investment Performance Standards (GIPS®)

Retrieved on:

Wednesday, November 2, 2022

Disclosure, CFA Institute, SEC, Care2, Research, Industry, U.S. Securities and Exchange Commission, Turnkey asset management program, Certificate in Investment Performance Measurement, Golden State Mutual Life Insurance Company, Compliance, Golden, LPL Financial, Financial plan, COAST, GIPS, Financial adviser, Golden State

SOUTH COAST METRO, Calif., Nov. 2, 2022 /PRNewswire/ -- The Golden State family of companies ("Golden State"), registered investment advisers with the U.S. Securities and Exchange Commission, announced today that their affiliated company, Golden State Asset Management ("GSAM"), claims compliance with the Global Investment Performance Standards ("GIPS")1.

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SOUTH COAST METRO, Calif., Nov. 2, 2022 /PRNewswire/ -- The Golden State family of companies ("Golden State"), registered investment advisers with the U.S. Securities and Exchange Commission, announced today that their affiliated company, Golden State Asset Management ("GSAM"), claims compliance with the Global Investment Performance Standards ("GIPS")1.
The GIPS standards are ethical standards for calculating and presenting investment performance based on the principles of fair representation and full disclosure.
The Golden State family of companies, comprised of Golden State Wealth Management, Golden State Equity Partners and Golden State Asset Management, are investment advisers registered with the SEC, registration as an investment adviser does not imply a certain level of skill or training, dedicated to financial professionals and their clients.
Investment advice may be offered through Golden State Wealth Management, Golden State Equity Partners, or Golden State Asset Management, investment advisers registered with the SEC.

DM Clinical Research Honored for Excellence in Patient Centricity

Retrieved on:

Monday, October 31, 2022

HOUSTON, Oct. 31, 2022 /PRNewswire/ -- DM Clinical Research, a national network of clinical trial sites, has earned the Society for Clinical Research Sites (SCRS) 2022 Excellence in Patient Centricity Award.

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HOUSTON, Oct. 31, 2022 /PRNewswire/ -- DM Clinical Research , a national network of clinical trial sites, has earned the Society for Clinical Research Sites (SCRS) 2022 Excellence in Patient Centricity Award.
"At DM Clinical Research our belief has always been to create systems and processes that are patient-centric and ensure that our core values are not just talked about, but operationalized through measurable outcomes," said Hera Arham, Director of Marketing and Patient Engagement at DM Clinical Research.
SCRS applauds DM Clinical Research for their industry-leading initiatives that have improved the patient journey from start to finish.
DM Clinical has become a national leader in clinical research and has received industry recognition from the World Vaccine Congress as highly commended for Best Clinical Trial Site.