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, 2015. 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-Collins1Sean Collins, CFA, Senior Vice-President
Suite 4530, 161 Bay Street, Toronto, Ontario M5J 2S1
416-309-2183
Fax: 416-309-2189
e-mail: sean.collins@greystone.ca

 

Jay-2-internetJay Wiltshire, CFA, Vice-President
Suite 4530, 161 Bay Street, Toronto, Ontario M5J 2S1
416-309-2598
Fax: 416-309-2189
e-mail: jay.wiltshire@greystone.ca