About Us
Testimonials
"PerformaGlobal is a very flexible tool for use with GIPS, as well as with local standards such as the German DVFA-PPS..."
ABN AMRO Asset Management Germany
"We look in others for those values in which, we take pride ourselves; an excellence in client focus. We have been fortunate to find these qualities in Performa , whom have never failed to make us feel that we were their only client..."
Sarasin Chiswell
"This has been one of the most successful projects I have been involved with at Deutsche Asset Management and clearly demonstrates that the switch to Performa is straightforward..."
Deutsche Asset Management
History
Established in 1999 by a group of investment performance specialists, Performa focuses solely on providing an efficient and cost-effective solution to assist investment managers in achieving compliance with the CFA Institute's Global Investment Performance Standards (GIPS).
Performa provide a comprehensive multi-platform business package, comprising software tools and professional advice, designed to help investment managers achieve and maintain compliance efficiently and successfully.
PerformaGlobal
Now used extensively across the globe, PerformaGlobal is proving to be the optimal software package for composite construction and maintenance. It empowers clients to achieve compliance with the standards rapidly and cost effectively. Our blue chip client list is steadily increasing, confirming Performa's position as the number one supplier of GIPS based software and reporting tools to the investment management industry.
Mission Statement
"To ensure that Performa continues to exceed the highest levels of expectation within the industry."
Ethical Statement
To view Performa's ethical statement, please click here.