Laval, Québec – WhiteHaven Asset Management, also known as “WHAM”, a leading and trusted firm providing customized wealth management solutions, announced today that it claims compliance with the Global Investment Performance Standards (GIPS®). Furthermore, in accordance with the recommendations of the GIPS®, WHAM has obtained an independent third-party verification of this claim for the past 5 years.
Established by the CFA Institute, GIPS is a set of voluntary, standardized, industry-wide ethical principles that guide investment firms on how to calculate and present their investment performance to prospective clients. WhiteHaven Asset Management strives to meet our ethical duty to fully disclose and fairly present performance and meet the demands of prospective clients and investors.
“We strongly support consistency and transparency in all our business transactions and are committed to helping our clients meet their investment objectives. Following the GIPS standards allows us to have a consistent set of best practice guidelines and standards for investment performance across all asset classes,” said Tommy Baltzis, CEO of WhiteHaven Asset Management.
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