Investment firms like Stableford Capital pursue GIPS compliance to be able to provide accurate investment performance across the board. By claiming compliance with GIPS investors can better compare Stableford’s investment performance to other firms internationally.
Managing your wealth and making effective financial decisions requires more than just balancing financial services, taxes, and asset management. It also requires a deep understanding of your individual goals, needs, and values. Stableford rises to this challenge by combining open client communication and engagement, an innovative data-driven process, and proven, yet personalized investment strategies. Read more about our investment philosophy and watch our video in this article.
Is bad breadth unhealthy for equities? Equities were up a slight 0.2% in choppy trading during May. The bigger story is the spread between the S&P 500 and the equal weighted S&P 500. The May Market Commentary will help explain what is going on.
For investors, it can be difficult to know if an investment firm is presenting fair and accurate performance. GIPS compliant firms adhere to a global standard to measure performance and offer objective data that helps potential investors compare across markets, languages and processes. GIPS compliance aids in investment performance transparency.