In 2013, SGL Investment Advisors, Inc. completed the GIPS verification process for its six composite strategies. (The SGL composites were formally established beginning in 2007.) This process was, and is, a vigorous third-party audit process that is designed to encourage standards of fair disclosure in the investment services industry. The CFA Institute explains these industry standards: “The GIPS standards are voluntary and are based on the fundamental principles of full disclosure and fair representation of investment performance results. Global standardization of investment performance reporting gives investors around the world the additional transparency they need to compare and evaluate investment managers.” For more information about GIPS and SGL Investment Advisors, please download these PDFs or click here.
Please also see the GIPS composite presentations for each SGL Investment Advisors portfolio.