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Ashland Partners & Company LLP
Global Investment Performance Standards
(GIPS®)
The GIPS standards are a set of standardized, industry-wide ethical
principles that provide investment firms with guidance on how to
calculate and report their investment results to prospective
clients. The GIPS standards provide firms with an ability to compete
across the globe and investors with the ability to make
comparisons. GIPS standards are established by the CFA Institute,
which created and administers the GIPS standards. Additionally,
Organizations in nearly 30 countries sponsor and promote the
Standards.Ashland Partners &
Company LLP provides GIPs verification services. The primary purpose
of verification is to establish that a firm claiming compliance with
GIPS has adhered to the Standards. Verification is the review of an
investment management firm’s processes and procedures by an
independent third party for compliance with the GIPS standards.
Click here to
view the independent verifier's report letter from Ashland Partners
& Company LLP.
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Ashland Partners &
Company LLP
3549 Lear Way
Suite 105
Medford, OR 97504
541.857.8800
Fax: 503.213.7245
www.ashlandpartners.com
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Theta Investment Research
Independent Third Party
Verification of Performance and Risk Measures
Theta is recognized as a leader in the
active investment management community and provides services to
institutions and individual investors who are looking for money managers
to help meet their investment objectives. Theta develops protocols for
the automated collection of investment account data and the generation
of portfolio performance and risk characteristics for actively managed
accounts. Theta provides independent analysis of DAAT Asset
Mangement's DDA program.
Offering subscriptions via the internet, Theta publishes information on
managers and their models on a daily basis allowing for the analysis of
style, risk and performance. Clients include Mutual Fund companies, life
insurance companies, retail investors, professional money managers, and
managers-of-managers. Theta has served investment firms across the
country and has provided data to companies including Standard and Poors.
In addition to its web-published charts and data, Theta also delivers
bulk data, both processed and unprocessed, to institutional clients.
Theta was one of the first to offer managers the opportunity to view
their performance and risk profiles and to invite prospects to Theta’s
site to view that data exclusive of any other managers data.
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Theta Investment
Research
518 Kimberton Road, #404
Phoenixville, PA 19460
610.495.0180
Fax: 888.694.7260
info@thetaresearch.com
www.thetaresearch.com
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