Global Investment Performance Standards (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.

As an investor, you can rely on the performance presentations given to you by GIPS-compliant firms. Claiming compliance with the GIPS standards demonstrates a firm-wide commitment to ethical best practices and that the firm employs strong internal control processes.

What do the GIPS standards provide you?

  • Confidence in the integrity of presentations from compliant firms
  • The ability to compare performance across different firms

The CFA Institute provides an overview of why GIPS® compliance matters to investors and it can be found here.

Cabana is one of less than 1,600 firms to claim GIPS® compliance

Cabana, LLC claims compliance with the Global Investment Performance Standards (GIPS®). Cabana, LLC has been independently verified on a firm-wide basis for the period January 1, 2012 to December 31, 2017. Six of Cabana’s portfolios have been independently verified from portfolio inception to December 31, 2017.

GIPS® is considered the “Gold Standard” for investment advisors. The verification reports are available upon request. 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.