Global Investment Performance Standard (GIPS)

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Global Investment Performance Standard (GIPS) is a set of standardized, industry-wide ethical principles that apply to the way investment performance is presented to potential and existing clients of asset managers, asset owners, regulators, pension funds, plans sponsors, investment consultants,financial advisers, financial companies and compliance officers from around the globe. These standards guide investment firms on how to calculate and present their investment results to prospective clients. GIPS are standards, not laws. Firms do not have to be GIPS compliant. Furthermore, these standards are not codified into U.S. securities law. However, although they are voluntary, they provide discipline to the calculation and confidence in the performance represented. Claiming compliance with the GIPS standards demonstrates a firm-wide commitment to ethical best practices and that the firm employs strong internal control processes. Investors value GIPS-compliant firms because they can rely on the performance presentations they receive. [1] [2]

Companies typically go through a voluntary GIPS verification process. GIPS verification is the review of an investment management firm's performance measurement processes and procedures by an independent third-party verifier. Specifically, verification assesses whether the firm has complied with all the composite construction requirements of the GIPS standards on a firm-wide basis. [3]

History

The foundation for the GIPS standards was first established in 1987, with the creation of the AIMR Performance Presentation Standards (AIMR-PPS), voluntary performance guidelines for the North American investment management industry. Although the AIMR-PPS standards were extensively accepted in the United States and Canada, there was a clear need for a global solution. To develop one globally accepted set of standards, the GIPS committee began work in 1995. AIMR published the GIPS standards for public comment in February 1998, after circulating several drafts among industry participants to obtain their acceptance of the concepts of the Standards. After an extensive period of public comment, the AIMR Board of Governors formally endorsed the GIPS standards in February 1999.

Timeline

  • 1987: The foundation for the GIPS standards was first established
  • 1993: AIMR Performance Presentation Standards (AIMR-PPS) created by AIMR, the predecessor to CFA Institute.
  • 1999: Global Investment Performance Standards (GIPS) created and overseen by the Investment Performance Council (IPC).
  • 2006: AIMR-PPS standards dissolved and merged with the GIPS standards. GIPS Executive Committee replaces IPC.

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Companies providing GIPS verification services

GIPS Compliant Companies

BNPP IP" (BNP Paribas Investment Partners)"
1492 Capital Management, LLC
1607 Capital Partners
18 Asset Management Inc.
300 North Capital, LLC
3D Asset Management, Inc.
3i Debt Management
440 Investment Group, LLC
4Thought Financial Group Inc.
A.L. Stuart Investments
A.R. Schmeidler & Co., Inc.
AAM Insurance Investment Management
Aargauische Kantonalbank
Aberdeen Asset Management PLC
ABL Asset Management, Pakistan
Able Capital Management, LLC
Abner Herrman & Brock LLC
Absa Asset Management (Pty) Ltd
Abu Dhabi Investment Company
Acadian Asset Management LLC
Accuvest Global Advisors
Acertus Capita lManagement
Acuitas Investments
Addenda Capital Inc.
Adelante Capital Management LLC
Advance Capital Management, Inc.
Advantus Capital Management, Inc.
Advent Capital Management, LLC
Adveq
Advisors Asset Management, Inc
Advisors Capital Management, LLC
Advisory Research, Inc.
Aegon USA Investment Management, LLC (“AUIM”)
Aeon Investment Management
AEW Capital Management, L.P.
AFAM Capital, Inc.
Afena Capital Proprietary Limited
Affinity Investment Advisors, LLC
AFl-CIO Housing Investment Trust
Africa Special Opportunities
AG Bisset Associates
AGF Investments
Agincourt Capital Management, LLC
AJO
Al Meezan Investment Management Limited
Alamar Capital Management
Alaska Permanent Capital Management Compnay
Alcentra High Yield, a division of Alcentra NY, LLC
Alesco Advisors LLC
Alfred BERG
Alfred Berg Asset Management
Algert Global LLC
ALIGN
Aligned Investors
Allan Gray Proprietary Limited
Allen & Company Investment Advisors
Alliance Trust
AllianceBernstein Japan Ltd.
AllianceBernstein L.P.
Allianz Global Investors
Alm. Brand
Alpha Architect
Alpha Capital Management
Alpha Cubed Investments
Alpha Omega Investment Advisors
AlphaClone
AlphaGlider LLC
AlphaOne Investment Services
AlphaOne Investment Services, LLC
AlphaSimplex Group,LLC
Alpine Investment Management, LLC
Alta Capital Management
Altair Management Partners
Altrinsic Global Advisors, LLC
Altrius Capital Management
American Beacon Advisors, Inc.
American Capital Management, Inc.
American Century Investments
American Realty Advisors
AMG National Trust Bank
Amherst Capital Management
AMP Capital Fundamental Global Listed Equities
AMUNDI
Amundi Smith Breeden
Analytic Investors, LLC
Anchor Capital Advisors, LLC
Ancora Advisors LLC
Anfield Capital
Angel Oak Capital Advisors
Angeles Investment Advisors, LLC
Anthony Capital, LLC
Aperio Group, LLC
Apex Capital Management, Inc.
Apollo Capital Management, LP
Appleton Group LLC
APS Asset Management Pte Ltd
AQMetrics
AQR Capital Management, LLC
Arbor Capital Management
Arbor Capital Management, LLC
ARCA SGR
Arcadia Investment Management Corporation
ARDIAN
Arena Capital Advisors
Ares Tradable Credit Group
Arete Asset Management
ARGA Investment Management, LP
Argent Capital Management LLC
Argon Asset Management
Argus Investors' Counsel, Inc.
Ariel Investments, LLC
Arin Risk Advisors, LLC
Aristotle Capital Boston, LLC
Aristotle Capital Management, LLC
Aristotle Credit Partners, LLC
Armstrong Shaw Associates Inc.
Arrowpoint Partners
Arrowpoint Partners
Arroyo Investment Group, LLC
Artemis Fund Managers Limited
ASAHI LIFE ASSET MANAGEMENT CO.,LTD.
ASB Capital Management LLC
Ascendant Advisors, LLC
Ashfield Capital Partners, LLC
Ashmore Group plc
Asset Preservation Advisors
Astor Investment Management LLC
Atalanta Sosnoff Capital, LLC
ATCapital Management
ATFinancial Advisors
AthenaInvest Advisors LLC
Ativo Capital Management LLC
Atlanta Capital Management Company, LLC
Atlantic Asset Management, L.L.C.
Atlantic Trust Private Wealth Management
Atlas Asset Management Limited
Atlas Capital Advisors
Auour Investments LLC
Aurion Capital Management Inc.
Aurora Investment Counsel
Australian Securities Ltd
Avalon Advisors, LLC
Avenue Investment Management
Aviance Capital Management, LLC
Aviance Capital Partners, LLC
Aviva Investors France
Aviva Investors Global Services Limited
Aviva Poland
AXA IM
Axiom International Investors, LLC
Azzad Asset Management
Bahl & Gaynor Investment Counsel
Baillie Gifford & Co
Baird Advisors
Baird Investment Management
BAKER GILMORE & ASSOCIATES INC
Banca Aletti
Banif Pensões - Sociedade Gestora de Fundos de Pensões, S.A.
Bank Julius Baer & Co. Ltd.
Bank Julius Baer & Co. Ltd.
BankInvest Group
Banor Sim Spa
Bantleon Bank AG
Banyan Tree Asset Management, LLC
Baring Asset Management Korea Limited
Baring Asset Management Limited
Baron Funds
Barrow, Hanley, Mewhinney & Strauss, LLC
Bartlett & Co LLC
BASE Management Company
Basler Kantonalbank
Bayhawk Asset Management, LLC
BB&T Institutional Investment Advisers
BBH Investment Management
BBVA Asset Management
Beach Point Capital Management
Beachhead Dynamic Beta
Beacon Capital Management, Inc.
Beaumont Capital Management (a separate division of Beaumont Financial Partners, LLC)
Becker Capital Management, Inc.
Belle Haven Investments
Belmont Capital Group
Bentall Kennedy (U.S.) LP
Bernzott Capital Advisors
Beutel, Goodman & Company Ltd.
Billings Capital Management
Biondo Investment Advisors, LLC
BirdRock Asset Management
BIS Asset Management
Biscayneamericas Fortaleza Fund
Bivium Capital Partners, LLC
Black Cypress Capital
Blackcrane Capital, LLC
Blackfriars Asset Management
BlackRock
Blue Current Asset Management, a division of Edge Advisors, LLC
BlueBay Asset Management LLP
BlueSky Investment Management
Bluestone Capital Management
BMO Asset Management Corp
BMO Asset Management Inc.
BMO Global Asset Management Canada
BNP Paribas Investment Partners (BNPP IP)
BNY Mellon Asset Management Japan Limited
BOCOM Schroders
BofA Global Capital Management
Bosera Asset Management Co.,Ltd
Boston Advisors, LLC
Boston Common Asset Management LLC
Boston Partners
BOSTON PRIVATE WEALTH
BOSTON PRIVATE WEALTH
Boston Trust & Investment Management
Boyd Watterson Asset Management, LLC
Boyer & Corporon Wealth Management
Boyle Capital
BP Capital Fund Advisors
BPI Gestão de Activos, S.A.
Bradford & Marzec, LLC
Bradley, Foster & Sargent, Inc.
BRADY INVESTMENT COUNSEL LLC
Bramshill Investments LLC
Brandes Investment Partners, L.P.
Brandywine Global Investment Management
Braver Capital Management
BRC Investment Management LLC
Breckinridge Capital Advisors, Inc.
Breithorn Capital Management, LLC
Brevan Howard
Bridge City Capital, LLC
Bridgeway Capital Management Inc.
Brigade Capital Management, LP
Brightwood Capital Advisors, LLC
Brinker Capital, Inc.
Bristol Gate Capital Partners
BroadCore Investments, LP
Broadleaf Partners, LLC
Broadmeadow Capital, LLC
Broadview Advisors
Brookfield Investment Management Inc.
Brown Capital Management, LLC
Broxton Capital Advisors
Buckhead Capital Management
Building Investment Trust Unit of PNC Bank, N.A.
Burgundy Asset Management Ltd.
Burney Partners
C. W. Henderson & Associates, Inc.
C.S. McKee, L.P.
Cable Car Capital LLC
Cadence Capital Management LLC
Cadiz Asset Management
Caisse de dépôt et placement du Québec
Calamos Advisors LLC
Calvert Investments
Cambiar Investors
Camden Asset Management, L.P.
Cameron Hume Limited
Campbell Newman Asset Management, Inc.
Candriam Investors Group
Cannon Asset Managers
Canso Investment Counsel Ltd.
Canterbury Consulting Inc.
Capital Advisors, Inc.
Capital Counsel LLC
Capital Investment Trust Corporation
Capital One Asset Management, LLC
Caprin Asset Management
Capstone Asset Management Company
CapWealth Advisors, LLC
Carderock Capital Management
Cardinal Capital Management, Inc.
Cardinal Capital Management, Inc.
Cardinal Capital Management, L.L.C.
Carl Domino, Inc.
Carmel Partners
Carnegie Asset Management
Carret Asset Management, LLC
Cashen Investment Advisors, Inc.
Cassia Capital Partners LLC
CastleArk Management LLC
CastleArk Management LLC
Castleton Partners
CataMetrics Strategies
Cavan Capital Management LLC
Cavanal Hill Investment Management
CBRE Clarion Securities
CCM Investment Advisers, LLC.
CDG CAPITAL GESTION
Cedar Capital, LLC
Cederian Investments, LLC
Center Coast Capital
CenterSquare Investment Management, Inc.
Centre Asset Management, LLC
Century Management
Century Management Investment Advisors
Ceredex Value Advisors LLC
CGOV Asset Management
Champlain Investment Partners, LLC
Chandler Asset Management, Inc.
Channing Capital Management, LLC
Charlemagne Capital (UK) Limited
Chartwell Investment Partners
Chase Investment Counsel Corporation
Chautauqua Capital Management, LLC
Check Capital Management Inc
Chelsea Management Company
Cheswold Lane Asset Management
Chicago Equity Partners, LLC
Chickasaw Capital Management, LLC
Chilton Capital Management LLC
Chilton Investment Services, LLC
China Asset Management Co. Ltd
China Universal Asset Management
Churchill Management Group
CIBC Asset Management
CIFC Asset Management
CIM Investment Management
CIMB-Principal Islamic Asset Management Sdn Bhd (CPIAM")"
Cincinnati Asset Management, Inc.
Cinque Partners LLC
City National Rochdale Investment Management
City of London Investment Management Company Limited
Civista Wealth Management
CKW Financial Group
ClariVest Asset Management LLC
Clark Capital Management Group, Inc
Clarkston Capital Partners
ClearArc Capital, Inc.
ClearBridge Investments
ClearBridge, LLC
Clearwater Advisors
Clifford Capital Partners, LLC
Clinton Investment Management, LLC
CLS Investments, LLC
CM Management, LLC
CMG Capital Management Group, Inc.
Cobblestone Capital Advisors, LLC
CoBiz Wealth
Cognios Capital, LLC
Cohen & Steers Capital Management, Inc.
Coho Partners, Ltd.
Colchester Global Investors Limited
Columbia Management Investments
Columbus Circle Investors
Comgest
Commerce Trust Company
Commonfund
Community Capital Management
Concise Capital Management, LP
Condor Capital Wealth Management
Conestoga Capital Advisors, LLC
Confluence Investment Management
Congress Asset Management Company
Conning
Constantia Capital LLC
Constellation Wealth Advisors LLC
Convergence Investment Partners, LLC
Cooke & Bieler, L.P.
CooksonPeirce Wealth Management
Copeland Capital Management, LLC
Copper Rock Capital Partners, LLC
Corbett Road Investment Management
CoreCommodity Management, LLC
CornerCap Investment Counsel, Inc.
Cornerstone Capital Management
Cornerstone Investment Partners, LLC
Cornerstone Real Estate Advisers LLC
Cornerstone Wealth Management
Coronation Fund Managers
Corporation Fiera Capital
Cortina Asset Management
Cougar Global Investments Limited
COUNTRY Trust Bank
Cove Street Capital, LLC
Cozad Asset Management, Inc.
CPR Asset Management
Crabtree Asset Management
Cramer Rosenthal McGlynn, LLC
Crawford Investment Counsel, Inc.
Crèdit Andorrà Asset Management
Crescat Portfolio Management LLC
Crest Investment Partners LLC
CrestPoint Capital Management
Crossvault Capital Management, LLC
Crow Point Partners, LLC
Crown Agents Investment Management Ltd
CT Mason, Inc.
CudahyLinn Wong
Cupps Capital Management LLC
Curran Investment Management
Cushing Asset Management
Cutler Investment Group
Cutwater Asset Management
CWC Advisors, LLC.
Cyrus Capital Partners
D. E. Shaw Investment Management, L.L.C.
D.B. Fitzpatrick & Co., Inc.
D.F. Dent and Company, Inc.
Daiwa SB Investments Ltd.
Dalton Investments LLC
Dalton, Greiner, Hartman, Maher & Co., LLC
Dana Investment Advisors
Danske Capital
Daruma Capital Management
Davenport Asset Management
David Vaughan Investments, Inc.
Davidson Investment Advisors
Davis Rea Ltd. Investment Counsel
Day Hagan Asset Management
DCO Capital Management
DDJ Capital Management, LLC
Dean Capital Management LLC
Dean Investment Associates, LLC
Dearborn Partners, LLC
Decatur Capital Management, Inc.
Declaration Management & Research LLC
Degroof Institutional
Degroof Petercam Asset Management
del Rey Global Investors, LLC
Delaware Investments
Denali Advisors, LLC
Denver Investments
DeRoy & Devereaux Private Investment Counsel, Inc.
Desert Rose Capital Management, Inc.
Deutsche Asset & Wealth Management - Americas Real Estate
Deutsche Asset & Wealth Management - Real Estate & Infrastructure Securities
Deutsche Asset & Wealth Management EMEA
Deutsche Asset Management (Japan) Limited
Deutsche Asset Management (Korea) Co. Ltd.
Deutsche Asset Management America
Deutsche Asset Management EMEA
Deutsche Asset Management Japan Limited
Deutsche Bank Wealth Management
Deutsche U.S. Wealth Management
DeWitt Capital Management
DIAM Co., Ltd.
DIAM International Ltd
DIAM U.S.A., Inc.
Diamond Hill Capital Management, Inc.
Dimensional Fund Advisors LP
Disciplined Growth Investors
Dodge & Cox
Dolan McEniry Capital Management, LLC
Donald Smith & Co., Inc.
Douglas C. Lane & Associates, Inc.
Downriver Capital Management, LLC
Dreman Value Management
Driehaus Capital Management LLC
DRS Asset Manaagement
DSM Capital Partners LLC
DSM Pension Services B.V.
Duff & Phelps Investment Management Co.
Dundas Global Investors
DuPont Capital Management
E Fund Management Co., Ltd.
E. S. Barr & Co.
EACM Advisors LLC
Eagle Asset Management, Inc.
Eagle Boston Investment Management
Eagle Global Advisors, LLC
Eagle Point Credit Management LLC
EAM Investors, LLC
Eastern Point Capital Management
Eastspring Investments
Eaton Vance Management
Ebert Capital Management Inc.
Edelman Financial Services
Edge Asset Management, Inc.
Edgemoor Investment Advisors
EdgePoint Investment Group Institutional
Edgewood Management LLC
Edinburgh Partners Ltd
Efficient Market Advisors, LLC
EII Realty Securities, Inc.
Elemental Capital Management, LLC
Elk Creek Partners, LLC
Emerald Advisers, Inc.
Emerise
Emerson Investment Management, LLC
Empiric Institutional
Epoch Investment Partners, Inc.
eQ Asset Management Ltd
Equity Investment Corporation
EquityCompass Strategies
Essex Investment Management Co., LLC
Estabrook Capital Management LLC
Eubel Brady & Suttman Asset Management, Inc
Euclid Advisors LLC
Eurizon Capital
European Value Partners AG
Evans Investment Counsel
Evans Investment Counsel
Everbright Pramerica Fund Management Co., Ltd.
Evergreen Gavekal
Evermore Global Advisors, LLC
Evli Bank Plc
Evli Fund Management Company Ltd.
F&C Asset Management
F.L. Putnam Investment Management Co.
F.N.B. INVESTMENT ADVISORS, INC.
Fairpointe Capital LLC
Fairstone Private Wealth Ltd.
Falcon Capital Management, LLC
Falcon Point Capital
Farr, Miller & Washington, LLC
Fayez Sarofim & Co.
FCM Investments
Federated Investors
Fenimore Asset Management, Inc.
Ferguson Wellman Capital Management
Fidelity Institutional Asset Management
Fidelity International
Fidelity Investments Canada
Fidelity Worldwide Investment
Fiduciary Capital Management
Fiduciary Management Associates
Fiduciary Managerment Associates
Fiduciary Trust Company
Fiera Capital Corporation
Fiera Capital Inc.
Financial Services Advisory
Financial Trust Asset Management, Chartered
First American Trust
First Avenue Investment Management
First Citizens Capital Management Group
First Fiduciary Investment Counsel, Inc.
First Midwest Bank
First Pacific Advisors, LLC
First Principles Capital Management, LLC
First Quadrant LP
First State Investments
First Trust Advisors L.P.
First Western Capital Management
First Wilshire Securities Management, Inc.
FIS Group, Inc.
Fischer Financial Services, Inc.
Fischer,Francics, Trees & Watts
Fisher Investments
Fisher Investments
Flaherty & Crumrine
Flippin, Bruce & Porter, Inc.
Focused Investors LLC
Folketrygdfondet
Footprints Asset Management & Research, Inc.
Forestview Wealth Management, LLC
Forstrong Global Asset Management Inc.
Fort Pitt Capital Group, Inc.
Fort Washington Investment Advisors, Inc.
Fortuna Investors LLC
Fortunatus Investments
Forum Securities Limited
Forward Management, LLC
Founders Capital Management, LLC
Foyston, Gordon & Payne Inc.
FRANKFURT-TRUST Investment-Gesellschaft mbH
Franklin
Franklin Bissett Investment Management
Franklin Real Asset Advisors
Franklin Separately Managed Accounts
Franklin Street Advisors, Inc..
Franklin Templeton Investment Trust Management Co., Ltd.
Franklin Templeton Investments Japan Limited
Frantzen Capital Management, Inc.
Fred Alger Management, Inc.
Frederick R. Muller, CFA
Fried Asset Management Inc
Friess Associates, LLC
Frontier Asset Management
Frontier Capital Management Company, LLC
Frost Investment Advisors, LLC
FTN Financial Main Street Advisors
Fukoku Capital Management, Inc.
Fuller & Thaler Asset Management, Inc.
Fullerton Fund Management
Fund Evaluation Group, LLC
Fusion Investment Group, LLC
Futuregrowth Asset Management
FUTURO,S.A.
Gaineswood Investment Management, Inc.
Galliard Capital Management, Inc.
Galliard Capital Management, Inc.
GAM
GAM Investment Management (Switzerland) Ltd.
GAMCO Asset Management
GAMCO Asset Management
Garcia Hamilton & Associates, L.P.
Gargoyle Investment Advisor LLC
Gateway Investment Advisers, LLC
Gator Capital Management
General Re - New England Asset Management, Inc
Generation Investment Management LLP
Genesis Investment Management, LLP
Geneva Advisors, LLC
Genus Capital Management Inc.
Geode Capital Management, LLC
GIA Partners, LLC
Gilman Hill Asset Management
Glendon Capital Management L.P.
Glenmede Investment Management, LP
GLG Partners
Global Forest Partners LP
Global Thematic Partners, LLC
GLOBALT Investments
GlobeFlex Capital, L.P.
Glovista Investments LLC
GMO
GMO LLC
GNB GA - Departamento de Gestão Discricionária de Fundos de Pensões
GNI Capital, Inc.
Golden Capital Management, LLC
GoldenTree Asset Management
Goldman Sachs Asset Management
Golub Group
Golub Group, LLC
Good Harbor Financial, LLC
Goodwood Capital Management
Government Portfolio Advisors
GPAFixedincome.com
Gramercy
Granahan Investment Management
Grandeur Peak Global Advisors
Grand-Jean Capital Management, Inc.
Granite Investment Advisors, Inc.
Granite Investment Partners, LLC
Granite Springs Asset Management
Gratry & Company, LLC
Graubündner Kantonalbank
Great Lakes Advisors, LLC
Green Mesa Capital, LLC
Green Street Investors, LLC
Greenfield Seitz Capital Management
GREENWICH INVESTMENT MANAGEMENT
Greenwood Capital
GreenWood Investors
Greystone Managed Investments Inc.
Griffin Asset Management, Inc.
Grimes & Company, Inc
Groesbeck Investment Mgt. Corp.
Grosvenor Capital Management, L.P.
Gryphon International Investment Corporation
GSO / Blackstone
Guardian Capital LP (Institutional Division) (GCLPI)
Guggenheim Investments Asset Management
Guild Investment Mangement
Gurtin Fixed Income
GW Capital, Inc.
GW&K Investment Management
Gyroscope Capital Management Group
H2O AM
Hahn Capital Management, LLC
Hallmark Capital Management, Inc.
Hamilton Capital Management, Inc.
Hamlin Capital Management, LLC
Hammer Asset Management, LLC
Hancock Agricultural Investment Group
Hancock Horizon Investments
Hancock Timber Resource Group
Handelsinvest
Hanlon Investment Management
Hanoverian Capital, LLC
Hansberger Growth Investors, LP
Hanseatic Management Services, Inc.
Harding Loevner
Harman Investment Advisors
Harmonic Capital Partners LLP
Harris Associates L.P.
Harrison Street Securities, LLC
Hays Advisory, LLC
HBK Investments L.P.
Heartland Advisors, Inc.
Heartwood Investments, Inc.
Heathbridge Capital Management Ltd.
Hefren-Tillotson, Inc.
Heitman
Henderson Geneva Capital Management
Henderson Global Investors
Henry H. Armstrong Associates, Inc.
Henry James International Management
Hermes Investment Management
Herndon Capital Management, LLC
Hexavest Inc.
HGK Asset Management
Highland Capital Management
Highland Capital Management, LLC
HighMark Capital Management
Highstreet Asset Management Inc.
HIllcrest Asset Managment
Hillman Capital Management, Inc.
Hillsdale Investment Management Inc.
Hillswick Asset Management, LLC
Hilton Capital Management, LLC
Holbrook Management, LLC
Holinger Asset Management AG
Holland Capital Management LLC
HOLT® Capital Discipline Group
Hood River Capital Management LLC
Horizon Investment Services
Horizon Investments
Horizon Kinetics LLC
Hotchkis and Wiley Capital Management, LLC
Hourglass Capital, LLC
HSBC Global Asset Management
HSBC Global Asset Management (Deutschland) GmbH
http://www.cimb-principal.com/
http://www.oddomeriten.eu
Hugh Johnson Advisors LLC
Hurley Capital LLC
Hutchens Investment Management
Hypo Landesbank Vorarlberg
Hypo Landesbank Vorarlberg
Ibbotson Associates Japan
ICBC Credit Suisse Asset Management Co.,Ltd
ICON Advisers, Inc.
Impax Asset Management Group Plc
Income Research + Management
Indepedent Franchise Partners, LLP
Infinitas Capital LLC
Innovalogy
Insight Advisors
Insight Capital Research & Management, Inc.
Insight Investment
Institutional Advisors
Institutional Capital LLC
INTECH
Integra Capital Limited
Integrated Asset Management Corp.
Integre Asset Management, LLC
International Value Advisers, LLC
Intrepid Capital Management
Invesco
Invest AD, Abu Dhabi Investment Company
Investec Asset Management
Investec Bank Plc
Investment Counselors of Maryland, LLC
Investment Management of Virginia, LLC
InView Investment Management, LLC
IPS Strategic Capital
Iridian Asset Management LLC
IronBridge Capital Management
IronHorse Capital
Ironvine Capital Partners
Ironwood Investment Management, LLC
Ironwood Wealth Management (Phoenix Division)
Irving Magee Investment Management LLC
iSectors
Isthmus Partners, LLC
ITS Asset Managment, L.P.
J O Hambro Capital Management
J.M. Hartwell LP
J.P. Morgan Investment Management Inc.
J.W. Childs Asia Equities, Ltd.
Jackson Square Partners, LLC
Jackson Wealth Management
Jacobs Levy Equity Management, Inc.
JAG Capital Management, LLC
James Capital Alliance, Inc.
James Investment Research, Inc.
Janney Capital Management
Janus Capital Management LLC
Jarislowsky, Fraser Limited
JB Financial (Pvt) Ltd
Jennison Associates LLC
Jensen Investment Management
JKMilne Asset Management
JM Hartwell LP
John Hsu Capital Group, Inc.
John W. Bristol & Co., Inc.
Johnson Investment Counsel, Inc.
Johnston Asset Management LLC
JPMorgan Asset Management
Julex Capital Management, LLC
Jupiter Asset Management
JVSakk Asset Management Limited
Jyske Capital
Jyske Invest
Kagiso Asset Management
Kahn Brothers Advisors
Kames Capital
Kayne Anderson Rudnick
KBC ASSET MANAGEMENT
Keeley Asset Management
Kellogg Asset Managment, LLC
Kempner Capital Management, Inc.
Kennedy Capital Management, Inc.
KEPLER-FONDS Kapitalanlagegesellschaft m.b.H
Kestrel Investment Management Corp.
Kirr, Marbach & Company, LLC
Kitzinger, Lautmann Capital Management Inc.
Kiwi Wealth Limited
KLCM Advisors, Inc.
Kleinwort Benson Investors
KLP Kapitalforvaltning AS
Knights of Columbus Asset Advisors
Knightsbridge Asset Management
Kopernik Global Investors, LLC
KOPP INVESTMENT ADVISORS
Korea Investment Corporation
Kornitzer Capital Management
Kovitz Investment Group
Krasney Financial, LLC
L. Roy Papp & Associates, LLP
La Ferla Group LLC
Lagoda Investment Management LP
Lakeshore Capital, LLC
Lapides Asset Management, LLC
LaSalle Investment Management Securities, LLC
LaSalle Street Capital Management, LLC
Lateef Investment Management, L.P.
Lava Creek Capital Management
Lazard Asset Management LLC
Lebenthal Asset Management, LLC
Lebenthal Lisanti Capital Growth LLC
Legal & General Investment Management
Legal & General Investment Management America
Legal & General Investment Management America
Legato Capital Management LLC
Leith Wheeler Investment Counsel Ltd.
Lesa Sroufe & Company, Inc.
Letko, Brosseau & Associates Inc.
Leuthold Weeden Capital Management
Levin Capital Strategies, L.P.
LGM Investments
LGT Capital Partners Ltd.
Light Green Advisors
Lion Global Investors Limited
LIONTRUST INVESTMENT PARTNERS LLP
LLB Asset Management AG
LM Capital Group, LLC.
LMCG Investments, LLC
LMM LLC
LocalTapiola Asset Management
Logan Circle Partners, L.P.
Logix Investment Management
Lombard Odier Investment Managers
Lombardia Capital Partners LLC
Longboard Asset Management, LLC
Longfellow Investment Management Co. LLC
Longview Asset Management Ltd.
Longview Partners
Lookout Capital Management, LP
Loomis Sayles & Company, L.P.
Lord Abbett & Co. LLC
Los Angeles Capital Management and Equity Research, Inc.
Lowe, Brockenbrough & Company, Inc.
LSV Asset Management
Luther King Capital Management
Luzerner Kantonalbank
Lyrical Asset Management LP
M&G Investments
M.D. Sass Investors Services and Associates
MacKay Shields LLC
Mackenzie Investments
Macquarie Capital Investment Management LLC
Macquarie Funds Management Hong Kong Limited
Macquarie Investment Management Limited
Macro Currency Group, (MCG)
Mader & Shannon Wealth Management, Inc.
Madison (representing Madison Investment Advisors, LLC and Madison Asset Management, LLC
Magee Thomson Investment Partners
Magellan Asset Management Limited
MAI Capital Management
Main Management LLC
Main Street Research LLC
Majedie Asset Management Limited
Managed Asset Portfolios, LLC
Manning & Napier Advisors, LLC
Manulife Asset Management (Asia)
Manulife Asset Management (Japan) Limited
Manulife Asset Management (Singapore) Pte. Ltd.
Manulife Asset Management (US) LLC
Manulife Asset Management Europe Ltd.
Manulife Asset Management Limited
Maple Capital Management
Mar Vista Investment Partners, LLC
Marathon Asset Management
Marietta Investment Partners LLC
Marketable Securities Division of KKR Credit
Marketocracy Capital Management
Markston International, LLC
Marshfield Associates
Marsico Capital Management
Martin Capital Advisors, LLP
Martin Currie Australia
Martin Currie Investment Management Ltd
Martin Investment Management, LLC
Martingale Asset Management, L.P.
Maryland Capital Management (MCM)
Mashreq Capital
Mastrapasqua Asset Management, Inc.
Matarin Capital Management
Matrix Asset Advisors, Inc.
Matson Money, Inc.
Matterhorn Capital Management, LLC
Matthews International Capital Management, LLC
Mawer Investment Management Ltd.
Mazama Capital Management, Inc.
Mazi Capital (Pty) Ltd
MBR Financial
MBSC Securities Corporation
McClain Value Management, LLC
McDonnell Investment Management, LLC
McKinley Capital Management, LLC
mcp aset management
Meeder Investment Management
Meiji Yasuda Asset Management Company Ltd.
Meliora Capital
Mellon Capital
Mench Financial, Inc.
Mengis Capital Management, Inc.
Mercator Asset Management, L.P.
Mercury Investment Group
Merganser Capital Management
Meritage Portfolio Management
Meriten Investment Management GmbH
Merlin Asset Management
Mesirow Advanced Strategies, Inc.
Mesirow Financial Investment Management, Inc.
Messner & Smith Investment Management
Metis Global Partners
MetLife Investment Management (MIM)
MFS Investment Management
MGH Asset Management
Midway Capital Research & Management
Midwest Asset Management, Inc.
Midwest Investment Management LLC
Miles Capital, Inc.
Miller Investment Management
Miller/Howard Investments Inc.
MindShare Capital Management, LLC
Minneapolis Portfolio Management Group, LLC (MPMG)
Mirabaud Asset Management (Suisse) SA
Mirabaud Asset Management Ltd
MIROVA
MIROVA
Mitchell Capital Management
Mitsubishi UFJ Asset Management (UK) Ltd.
Mitsubishi UFJ Trust and Banking Corporation
Mittleman Investment Management, LLC
Mizuho Asset Management
Mizuho Trust & Banking Co., Ltd.
Model Capital Management LLC
Moloney Securities Asset Management
Monarch Partners Asset Management LLC
Monea Investments, LLC
Mongeral Aegon Investimentos
Montag & Caldwell, LLC
Montchanin Asset Management
Montgomery Investment Management
Montibus Capital Management LLC
Moody Aldrich Partners, LLC
MORABANC ASSET MANAGEMENT
Morgan Dempsey Capital Management LLC
Morgan Stanley Investment Management
Morley Capital Management
Morris Capital Advisors, LLC
Mott Capital Management, LLC
MOUNT VERNON ASSOCIATES, INC.
Mountain State Analytics, LLC
MPI Investment Management, Inc.
MRM Capital Asset Management, LLC
MRM Group
MU Investments Co., Ltd.
Muhlenkamp & Company Inc
Murphy Capital Management, Inc.
Mutual of America Capital Management LLC
Muzinich & Co.
Narwhal Capital Management, LLC
National Investment Services, Inc.
National Real Estate Advisors, LLC
NATIXIS ASSET MANAGEMENT GROUP
Navellier & Associates, Inc.
Naylor & Company Investments, LLC
NBP Fullerton Asset Management Ltd
NBW CAPITAL
NCM Capital
Needelman Asset Management, Inc.
Nelson Capital Management, LLC
Neosho Capital LLC
Neptune Investment Management
Netols Asset Management, Inc.
Neuberger Berman Group LLC
Neumeier Poma Investment Counsel, LLC
New Amsterdam Partners LLC
New Brunswick Investment Management Corporation
New Century Advisors
New Century Investment Management, Incorporated
New England Asset Management, Inc.
New Path Capital Advisors
New Vernon Wealth Management
New York Life Investments
Newfleet Asset Management, LLC
Newfound Research LLC
NewSouth Capital Management, Inc.
Newton
Next Century Growth Investors
Nicholas Company, Inc.
Nicholas Investment Partners, L.P.
Nichols Asset Management, LLC
Niemann Capital Management, Inc.
Night Owl Capital
Nikko Asset Management
NISA Investment Advisors, L.L.C.
Nissay Asset Management
NN Investment Partners
Nomura Asset Management Global
Nordea Investment Management
Norges Bank Investment Management
North Star Investment Management Corporation
NorthCoast Asset Management LLC
Northern Cross, LLC
Northern Trust Asset Management
NorthPointe Capital, LLC
NorthRoad Capital Management LLC
Northwest Criterion Asset Management, LLC
Not available yet
Nottingham Advisors
NS Partners
Nuance Investments
Numeric Investors LLC
Nuveen Asset Management, LLC
NWQ INVESTMENT MANAGEMENT COMPANY, LLC
Nykredit Asset Management
Oak Associates, ltd.
Oak Ridge Investments, LLC
OakBrook Investments, LLC
Oakview Capital Management
Oakwood. Capital Management
Oasis Group Holdings (Pty) Ltd
Oberweis Asset Management, Inc.
Ocidental Pensões
Octagon Credit Investors, LLC
Oddo Asset Management
Oechsle International Advisors LLC
OFI Global Asset Management
Okabena Advisors
Okasan Asset Management Co.,Ltd
Old Mutual Global Investors
Old Mutual Investment Group
Old West Investment Management, LLC
Olstein Capital Management, L.P.
Opcion Investment Strategy a division of SENSUS Wealth Management Group LLC
Oppenheimer Investment Management, LLC
Opus Capital Management
Opus Capital Management
Opus Investment Management, Inc.
Orbis Investment Management Limited
Orchard Capital Management
Orford Capital Management
Origin Asset Management
Osborn Rohs Williams & Donohoe, LLC
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Osool Asset Management B.S.C. (c)
Osterweis Capital Management
Oxbow Advisors, LLC.
PAAMCO (Pacific Alternative Asset Management Company, LLC)
Pacer Advisors, Inc
Pacific Asset Management
Pacific Global Investment Management Company
Pacific Income Advisers
Pacific Investment Management Company LLC
Pacific Ridge Capital Partners, LLC
Pacific View Asset Management, LLC
Palisade Capital Management
Palouse Capital Management, Inc.
PanAgora Asset Management, Inc.
Paradigm Asset Management Company, LLC
Paradigm Capital Management, Inc.
Paragon Financial Services
Parametric Investment & Overlay Strategies
Parasol Investment Management, LLC
Parlan Financial Corporation
Parnassus Investments
Parsec Financial
Parthenon LLC
Patten and Patten
Payden & Rygel
Peak Capital Management
Peavine Capital, LLC
Pembroke Manangement Ltd.
Pendo LLC
PENN Capital Management Company, Inc.
Pensiones BBVA
Pensões, S.A.
Peregrine Capital Management, Inc.
Peritus Asset Management, LLC
Perritt Capital Management, Inc.
Pettee Investors, Inc.
PFM Asset Management LLC
PGGM Vermogensbeheer B.V.
PGIM Real Estate
Phocas Financial Corp.
Pictet Asset Management
Piedmont Investment Advisors, LLC
Pier Capital, LLC
Piermont Capital Management
Pillar Pacific Capital Management, LLC
PineBridge Investments Global
Pinnacle Advisory Group
Pinnacle Asset Management, L.P.
Pinnacle Associates, Ltd.
Pinnacle Investment Advisors
Pioneer Investments
Pivot Point Advisors
Plato Investment Management
PMG Advisors, LLC
PNC Capital Advisors
Pohjola Asset Management
Polar Capital
Polaris Capital Management LLC
Polen Capital Management, LLC
Poplar Forest Capital
Portfolio Strategies, Inc.
Post Advisory Group, LLC
Potomac Advisors
Potomac Fund Management
PPM America, Inc.
Premier Asset Management, LLC
Prescient Investment Management
Presima Inc.
Prime Advisors, Inc.
Prime Opportunities Investment Group, LLC
Princeton Advisory Group, Inc.
Princeton Capital Management, Inc.
Principal Asset Management Chile S.A
Principal Financial México
Principal Global Equities
Principal Global Fixed Income
Principal Real Estate Investors
Pring Turner Capital Group
Private Capital Management
Private Wealth Group, LLC
Profit Investment Management, LLC (Profit Investments")"
Progress Investment Management Company, LLC
Provident Capital Management, Inc.
Prudential Fixed Income
Prudential Investment Managers (SA) (Pty) Ltd
Prudential Real Estate Fixed Income Investors
Prudential Real Estate Investors
Public Safety Financial/Galloway
Pugh Capital Management, Inc.
Putnam Investments
Pyrford International Ltd
Pzena Investment Management, LLC
QMA
QS Investors, LLC
Quantitative Advantage, LLC
Quantitative Investment Decisions, LLC
Quantum Capital Management
Quartz Partners Investment Management
Quest Investment Management, LLC
Quoniam Asset Management GmbH
Quotient Investors, LLC
R Squared Capital Managment
R.G. Associates, Inc.
Rainier Investment Management, LLC
RAM Active Investments SA
Ramirez Asset Management, Inc.
Rand & Associates
Ranger International Management, LP
Ranger Investment Management, LP
RATHBONE INVESTMENT MANAGEMENT LIMITED
Raub Brock Capital Management, LP
RBC Global Asset Management
RBO & Co
RE Advisers Corporation
Reaves Asset Management
Record Currency Management Limited
Red Ivy Capital, LLC
Redmond Asset Management, LLC
Redstone Advisors, Inc.
Redwood Investments, LLC
Regal Investment Advisors
Regarding Capital Management (Pty) Ltd
Regions Institutional Investment Management
Regions Institutional Investment Management
Reinhart Partners, Inc.
Relative Value Partners Group, LLC.
Reliant Investment Management, LLC
Renaissance Investment Management
Resolution Capital Limited
Retirement Corporation of America
Reynders, McVeigh Capital Management, LLC
RGA Investment Advisors LLC
RhumbLine Advisers
Rhythmic Capital Managment, LLC
Rice Hall James & Associates, LLC
Richmond Capital Management, Inc.
Ridgewood Capital Asset Management
River Road Asset Management, LLC
Riverbridge Partners, LLC
RiverFront Investment Group
RiverPark Capital Management LLC
RMA Asset Management
RMB Capital
RNC Genter Capital Management
Robeco
Robert W. Baird & Co. Inc.
Roberts Capital Advisors, LLC
Robinson Value Management, Ltd.
Robotti & Company Advisors, LLC
Rock Point Advisors
Rockefeller Asset Management
Rogge Global Partners
Rondeau Capital Inc.
Root River Capital, LLC
Rosenberg Equities
Rosenblum, Silverman & Sutton - Investment Counsel
Ross Sinclaire & Associates
Rothschild & Cie Gestion (Group)
Rothschild Asset Management Inc.
Rothschild Credit Management (North America)
Roumell Asset Management, LLC
Royal London Asset Management
RPM Capital Management
RS Investment Management Co. LLC
RSW Investments, LLC
Runde & Co. LLC
Runnymede Capital Management, Inc.
Russell Institutional Funds, LLC
Russell Investments
Russell Investments (EMEA)
Russell Investments Japan Co., Ltd.
Russell Trust Company Commingled Employee Benefit Funds Trusts
Ryan Investments
Ryan Labs Asset Management
Saddle Peak Asset Management, LLC
Safe Harbor Asset Management
Safe Harbor Asset Management
Sage Advisory Services, Ltd. Co.
Sagewood Asset Management LLC
SailingStone Capital Partners LLC
Saliba Asset Management
Salient
Samson Capital Advisors
Samson Capital Management, LLC
Samsung Asset Management Co.Ltd
Sand Hill Global Advisors
Sandhill Investment Management
Sankaty Advisors, LP
Sanlam Investments
Santa Barbara Asset Management, LLC
Santander – Área de Gestión de Fondos de Inversión
Santander – Área de Gestión de Fondos de Pensiones y Entidades de Previsión Colectiva
Santander AM España - Fondos de Inversión
Santander AM España - Fondos de Pensiones y Entidades de Previsión colectiva
Santander AM Luxembourg
Santander AM UK
Sapient Consulting Private Limited
Saratoga Research & Investment Managment
SAS Investment Management
Sasco Capital, Inc.
Saturna Capital
Sawgrass Asset Management, LLC
Schafer Cullen Capital Management
Schneider Capital Management
SCHOLTZ & COMPANY, LLC
Schroder Investment Management (Japan) Limited
Scout Investments
SeaCap Investment Advisors, a division of Davidson Investment Advisors, Inc.
SeaCrest Investment Management, LLC
SEAMARK Asset Management (2013) Ltd.
SeaTown Holdings
Securities & Investment Company (SICO)
SEEYOND
Segall Bryant & Hamill
Seix Investment Advisors LLC
Seizert Capital Partners
Select Alternative Investments
Seligson & Co Varainhoito
Semper Augustus Investments Group LLC
Semper Capital Management, L.P.
Sentinel Institutional Advisory Services
SFE Investment Counsel Inc.
SGK Wealth Advisors
SGL Investment Advisors
Shaker Financial Services, LLC
Shapiro Capital Management LLC
Shaunessy Investment Counsel Inc
Shayne & Co., LLC
Sheets Smith Investment Management, LLC
Shelton Capital Management
Shenkman Capital Management, Inc.
Shinyoung Asset Management
Sierra Investment Partners, Inc.
Sigma Investment Management Company
SignalPoint Asset Management
Signia Capital Management
Siharum Advisors, LLC
Silvant Capital Management LLC
Silvermine Capital Management LLC
Sionna Investment Managers Inc.
SIPCO (Strategic Investment Partners LLC)
Sit Investment Associates, Inc.
SKAGEN Funds
SKAGEN Funds
Skandinaviska Enskilda Banken, Danmark, filial af Skandinaviska Enskilda Banken AB (publ), Sverige,
SKBA Capital Management, LLC
SKY Harbor Capital Management, LLC
Skyline Asset Management, L.P.
Slater Investments Limited
Sloan Investment Management
Smead Capital Management, Inc.
SMH Capital Advisors, Inc.
Smith Affiliated Capital Corp.
Smith Graham & Co.
Smith Group Asset Management
Snow Capital Management L.P.
SNW Asset Management
Snyder Capital Management, L.P.
Sompo Japan Nipponkoa Asset Management Co., Ltd.
Sound Shore Management, Inc.
South Atlantic Capital Management Group, Inc.
South Texas Money Management, Ltd.
Southeastern Asset Management, Inc.
SouthernSun Asset Management, LLC
Sowell Management Services
Sparinvest
SPARX Asset Management Korea Co., Ltd.
SPARX ASSET MANAGEMENT KOREA CO.,LTD
Spears Abacus Advisors
Spectrum Asset Management, Inc.
Speece Thorson Capital Group
Spring Mountain Capital, LP
Sprucegrove Investment Management Ltd.
St. Denis J. Villere & Co., LLC
St. Galler Kantonalbank AG
St. James Investment Company, LLC
Stacey Braun Associates, Inc.
Stadion Money Management
Standard Life Investments
Standish Mellon Asset Management Company LLC
Stanlib Limited
State Street Global Advisors
State Teachers Retirement System of Ohio
SteelRiver Infrastructure Partners
Steinberg Asset Management, LLC
Stephens Investment Management Group, LLC
Sterling Advisors
Sterling Capital Management LLC
Sterling Global Strategies
Stewardship Partners Investment Counsel, Inc.
Stewart Capital Advisors, LLC.
Stewart Investors
stockindustry
Stone Run Capital, LLC
Stonebridge Capital Advisors, LLC
Stonebridge Capital Management
STONERIDGE INVESTMENT PARTNERS LLC
StoneRidge PMG Advisors, LLC
Stralem & Company Incorporated
Strategic Global Advisors, LLC
Strategic Income Management, LLC
Stratos Wealth Partners
Stratton Management Company
Stringer Asset Management LLC
Successful Portfolios LLC
SÜDWESTBANK AG
Suffolk Capital Management, LLC
Suffolk Capital Management, LLC
Sumitomo Mitsui Asset Management Company, Limited
Sumitomo Mitsui Trust Bank, Limited
Summit Ag Investors LLC
Summit Creek Advisors, LLC
Summit Global Investments, LLC
Suncoast Equity Management, LLC
Sustainable Growth Advisers, LP
Sustainable Insight Capital Management, LLC
SVB Asset Management
Swan Global Investments, LLC
Swiss Life Asset Management AG
Sycamore Financial Group
Sydbank
Symons Capital Management, Inc.
Symphony Asset Management LLC
Syntal Capital Partners, LLC
Syntrus Achmea
Systematic Financial Management, LP
SYZ ASSET MANAGEMENT (Suisse) SA
T&D Asset Management Co., Ltd.
T. Rowe Price Private Asset Management
Tactical Allocation Group, LLC
Taikang Asset Management Co., LTD.
TAMRO Capital Partners LLC
Tandem Investment Advisors
Tanglewood Wealth Management, Inc.
Taplin, Canida & Habacht, LLC
Taquanta Asset Managers (Pty) Ltd.
Taylor Frigon Capital Management, LLC
Taylor Frigon Capital Management, LLC
TCW Group
Templeton
Templeton Financial Services, Inc.
Templeton Separately Managed Accounts
Teton Advisors, Inc.
Texan Capital Management, Inc.
Texas First Investment Management Company
Texas Institutional Investment Management, LLC
The Andriole Group of HighTower Advisors
The Boston Company Asset Management, LLC
The Capital Group
The Capital Management Corporation
The Colony Group, LLC
The Dinsmore Group of Gabelli Funds
The Edgar Lomax Company
The Gannon Group
The Haverford Trust Company
The Headlands Group
The Ithaka Group
THE L.T. FUNDS SA
The Leuthold Group, LLC
The London Company of Virginia
The Moorings Group, LLC
The Patterson Capital Corporation
The Pelican Bay Group at Morgan Stanley Wealth Management LLC
The Roosevelt Investment Group, Inc.
The Stanley-Laman Group, Ltd.
The Tzagournis Group at Morgan Stanley Wealth Management
THEAM
Third Avenue Management LLC
Thomas J. Herzfeld Advisors, Inc.
Thomas Weisel Capital Management LLC
Thomas White International
Thompson Investment Management, Inc.
Thompson, Siegel & Walmsley LLC
Thomson Horstmann & Bryant, Inc.
Thornburg Investment Management
Threadneedle Asset Management
THS Partners LLP
TIAA
TIAA Trust Company, FSB
TIAA-CREF
Tieton Capital Management
Timberline Investment Management, LLC
TimesSquare Capital Management, LLC
Timpani Capital Management
TIS GROUP, INC.
TOBAM
Tocqueville Asset Management L.P.
Todd Asset Management LLC
Toews Corporation
Tokio Marine Asset Management Co.,Ltd.
Tonus Capital Inc.
Toron AMI (Insitutional)
Torray LLC
TorrayResolute, LLC
Tortoise Capital Advisors, L.L.C.
Tower Bridge Advisors
Towle & Co.
Tradewinds Global Investors, LLC
Tradition Capital Management, LLC
Tressis
Triad Investment Management
Triboro Investment Management LLC
Tributary Capital Management
Trillium Asset Management
Trilogy Global Advisors, LP.
Trinity Street Asset Management LLP
Truepoint Wealth Counsel
Trust & Fiduciary Management Services
TRUST & FIDUCIARY MANAGEMENT SERVICES, INC.
Tukman Grossman Capital Management, Inc.
Turner Investments
Tuttle Tactical Management
TW Advisors
Twele Capital Management, Inc.
TWIN Capital Management Inc.
Two Sigma Advisers, LP
Tygh Capital Management, Inc.
U.S. Bancorp Asset Management, Inc.
UAS Asset Manaagement
UAS Asset Management
UBS Global Asset Management
UBS Global Asset Management (Japan) Ltd
Unigestion
Unimar Financial Services, LLC
Union Investment
Unison Advisors LLC
Universal Value Advisors LLC
University of Southern California (USC)
UOB Asset Management Ltd
US Asset Management, LLC
Valiant Bank
Valley Forge Asset Management, LLC
Van Berkom and Associates Inc.
Van Eck Global
Vaughan Nelson Investment Management, LP
VCM Wealth
Vela Investors
Victory Capital Management Inc.
Virtus Investment Advisers, Inc.
Vision Capital Management, Inc.
Vontobel Asset Management
Vontobel Asset Management, Inc.
Voya Investment Management
Vulcan Value Partners
Vunani Fund Managers
VZ Asset Management AG
VZ Vermögenszentrum AG
Waddell & Reed Investment Management Co.
Wakefield Asset Management, LLLP
Wall Street Associates, LLC
Walter Scott
Wasatch Advisors, Inc.
Washington Crossing Advisors
Wasmer, Schroeder & Co.
Wave Cycle Mutual Funds Ltd
WBI
WCM Investment Management
Weatherbie Capital, LLC
Weaver C. Barksdale & Associates, Inc.
WEDGE Capital Management L.L.P.
Wedgewood Partners, Inc.
Weitz Investment Management, Inc.
Wela Strategies
Welch Capital
Wellington Management Company LLP and its advisory affiliates
Wells Capital Management
Wells Fargo Managed Account Services
WESPAC Advisors SoCal, LLC
West Gate Horizons Advisors, LLC
WestEnd Advisors, LLC
Western Asset
Westfield Capital Management Company, L.P.
Westport Resources Management
Westwood Global Investments, LLC
Westwood Management Corporation
White Pine Capital, LLC
WHV Investments, Inc.
William Blair
Willis Investment Counsel, Inc.
Wilmington Trust Investment Advisors, Inc.
Windham Capital Management
Windward Capital Managment Company
Winslow Asset Management, Inc.
Winslow Capital Management, LLC
Winterset Investments
Winthrop Capital Management
Wise Capital Management Inc.
Woodley Farra Manion Portfolio Management
Woodstock Corporation
World Asset Management, Inc.
Wright Investors' Service
www.logancapital.com
www.priceasset.com
www.williamsjones.com
Yacktman Asset Management
YCG
Yorkville Capital Management
Zacks Investment Management
Zazove Associates, LLC
Ziegler Capital Management, LLC
ZPR Investment Management, Inc.
Zuger Kantonalbank
Zürcher Kantonalbank
Zurich Invest AG

ZWJ Investment Counsel
  1. ↑ https://www.gipsstandards.org/compliance/pages/index.aspx
  2. ↑ https://www.cfainstitute.org/ethics/codes/gipsstandards/Pages/index.aspx
  3. ↑ https://www.gipsstandards.org/compliance/pages/index.aspx

Verification history