Click here for a PDF version of our latest performance numbers.
As many of you know, ZEGA has claimed compliance with the Global Investment Performance Standards (GIPS®) since 2011; something we are very proud of.
ZEGA Financial is proud to follow the GIPS® standards. GIPS compliance firms go well beyond legal reporting requirements to demonstrate a commitment to open, honest, and ethical practices. We continue that commitment as ZEGA recently completed its review for the 2021 reporting period. Feel free to reach out with any questions. GIPS® is a registered trademark owned by CFA Institute.