GIPS® Compliance

Greystone claims compliance with the Global Investment Performance Standards (GIPS). A GIPS® compliant presentation is available upon request. Greystone has been independently verified for the period January 1, 2000 to December 31, 2016. The verification report(s) is/are available upon request. Verification assesses whether (1) the firm has complied with all the composite construction requirements of the GIPS® standards on a firm-wide basis and (2) the firm’s policies and procedures are designed to calculate and present performance in compliance with the  GIPS® standards. Verification does not ensure the accuracy of any specific composite.

Founded in 1988, Greystone is one of Canada’s largest independent investment management firms. The head office is located in Regina, Saskatchewan with offices in Winnipeg, Manitoba, Toronto, Ontario and Hong Kong, China. Greystone provides investment management services to institutional clients. Total firm assets under management (AUM) are the aggregate of all discretionary and non-discretionary accounts managed by Greystone, including both fee paying and non-fee paying. Wrap accounts are not included in the calculation of total firm AUM.

To receive a complete list of composite descriptions or obtain a compliant presentation that adheres to the GIPS® standards, contact either:






Sean Collins, CFA

Senior Vice-President, Institutional Relationships

416-309-2183 | sean.collins@greystone.ca

Responsibilities:
Management of Institutional Relationships team, including business development and client service

Career began: 1993
At Greystone: 2009

Previous experience:
Investment Solutions Executive, Sun Life Financial Group Retirement Services; Consultant/ investment analyst, Hewitt/James P Marshall

Education:
B.Comm., Ryerson University; Chartered Financial Analyst

Location: Toronto

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Jay Wiltshire, CFA

Vice-President, Institutional Relationships

416-309-2598 | jay.wiltshire@greystone.ca

Responsibilities:
Institutional Relationships

Career began: 1987
At Greystone: 2012

Previous experience:
Vice-President, Business Development, State Street Global Advisors; Vice-President and Relationship Manager, Capital Guardian Trust Company; Vice-President, Institutional Investment Services, Franklin Templeton Institutional

Education:
B.Comm., University of Toronto; Chartered Financial Analyst

Location: Toronto

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Looking for a Multi-asset Class Solution Investment Partner? inquiries@greystone.ca

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