Firms Claiming Compliance with the GIPS Standards

These firms have notified CFA Institute of their claim of compliance with the GIPS standards and have given permission to publish their firm name on our website here. This list is for informational purposes only. CFA Institute does not endorse the firms included on this list or engage in review, enforcement, or quality control of a firm’s claim of compliance with the GIPS standards. CFA Institute does not represent or verify that these firms are actually in compliance. Read our full disclaimer.

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Alcentra High Yield, a division of Alcentra NY, LLC
Aon - GIPS Firm
Baker Gilmore & Associates Inc.
BB&T Institutional Investment Advisers
BroadCore Investments LP
Camden Asset Management, LP
Capital Impact Advisors, LLC
Cashen Investment Advisors, Inc.
Cephei Capital Management (Hong Kong) Limited
ClearArc Capital, Inc.
Coldstream Strategic
Credit Suisse Asset Management (Switzerland) Ltd
D. E. Shaw Investment Management, L.L.C.
Edmond de Rothschild Asset Management
Fidelity Management Trust Company
Glendon Capital Management L.P.
GLG Silvermine
Gulfstream CM, LLC
Hammer Asset Management, LLC
Harper Capital Management
Infinitas Capital LLC
Ironvine Capital Partners
Itau USA Asset Management Inc
L2 Asset Management, LLC
La Francaise Forum Securities
PNC Institutional Advisory Solutions
Prudential Private Placement Investors, L.P.
Rockefeller Asset Management
Santander AM Argentina
Santander AM Chile
Santander AM Portugal
Santander Pensiones. EGFP, SA
Schwerin Boyle Capital Management, Inc.
Twele Capital Management, Inc.
US Asset Management LLC
Vantagepoint Investment Advisers, LLC
Westwood Global Investments, LLC

Disclaimer: Any investment-related decisions by investors and potential investors in products or funds managed or advised by the firms listed here should only be made having first contacted the relevant firm or its representatives and having taken proper advice. Nothing in this website should be construed as an offer or invitation to anyone, in any jurisdiction, to invest in any products or funds managed or advised by the firms listed here.