According to the Independent Verifier’s Report on GIPS Compliance, BBIS “(1) complied with all the composite construction requirements of the Global Investment Performance Standards (GIPS) on a firm-wide basis” for the period from January 1, 2014 through March 31, 2018, and “(2) designed its policies and procedures to calculate and present performance results in compliance with the GIPS standards as of March 31, 2018.”
The GIPS standards are administered by CFA Institute, a global organization of investment professionals that awards the Chartered Financial Analyst (CFA®) designation. According to CFA Institute, “the GIPS standards are a rigorous set of investment performance measurement standards” adopted in 41 countries and “recognized around the world for their unparalleled credibility, integrity, scope, and uniformity, enabling direct comparability of a firm’s track record.”
Vitaly Veksler, BBIS’ CEO and Portfolio Manager, said, “It is important for Beyond Borders Investment Strategies to claim a firm-wide commitment to ethical best practices in measuring our performance. We would like to assure our clients that we report performance that is both complete and fairly presented. We also would like to make it easier for our clients to evaluate our performance.”
To access the full Independent Verifier’s Report on GIPS compliance provided by Alpha Performance Verification Services, please Click Here
As always, please let us know if you have questions about Beyond Borders Investment Strategies, LLC and our services by sending a message to info@bbistrategies.com.
About Beyond Borders Investment Strategies
Beyond Borders Investment Strategies (BBIS) is a boutique investment firm providing an internationally diversified equity strategies aimed at reducing risk and achieving higher risk-adjusted returns over a full market cycle (i.e. 4-5 years). We achieve this by cost-efficiently allocating funds to equity markets in developed, emerging, and frontier countries through single-country ETFs. By using the ETFs as portfolio building blocks, we provide our clients with exposure to countries where equity markets trade at low valuations compared to their long-term historical averages, thus, increasing the potential of expected returns. Importantly, the use of ETFs, or fund investments, also allows BBIS to significantly reduce company specific risks related to equities of individual companies in these countries. The firm is based in the greater Boston, Massachusetts.