Toews Asset Management, a New Jersey–based global investment firm, has reached a significant industry milestone after successfully completing its 15th consecutive independent verification of its investment performance reporting under the Global Investment Performance Standards, widely known as GIPS®.
The achievement places Toews among a relatively small group of asset managers worldwide that have sustained independent verification for well over a decade—an important signal for institutional investors, advisors, and sophisticated individuals seeking consistent, comparable, and independently reviewed performance data. The latest verification was conducted by The Spaulding Group, a recognized leader in investment performance measurement and advisory services.
For investors navigating today’s volatile markets, third-party verification has become more than a technical credential. It serves as a critical layer of trust in an industry where transparency, consistency, and governance standards increasingly influence capital allocation decisions. GIPS® standards, developed and maintained by the CFA Institute, establish a global framework designed to prevent selective performance presentation, improve comparability across firms, and strengthen the credibility of historical investment results.
Completing 15 consecutive annual verifications reflects more than a single compliance exercise. It demonstrates a long-term operational discipline that requires firms to maintain rigorous internal controls, clearly documented policies, standardized calculation methodologies, and ongoing oversight across every stage of performance reporting. Maintaining this level of consistency year after year can be particularly challenging for firms offering complex or multi-strategy investment programs.
Toews Asset Management specializes in hedged and tactical investment strategies focused on managing market risk and navigating periods of elevated volatility. These strategies typically incorporate dynamic asset allocation, defensive positioning, and risk controls designed to help investors remain invested through difficult market cycles while attempting to mitigate drawdowns. In an environment shaped by persistent inflation concerns, shifting interest rate expectations, geopolitical uncertainty, and rapidly evolving market structure, demand for risk-managed investment solutions continues to grow among retirement plans, family offices, endowments, and high-net-worth investors.
The firm’s sustained verification history sends a clear message to the marketplace: its performance results are prepared using standardized global methodologies and are subject to independent review each year. For institutional allocators—such as pension funds, foundations, and corporate retirement plans—GIPS® verification is often a prerequisite during manager due-diligence and request-for-proposal processes. Many consulting firms and investment committees now require GIPS® compliance or verification before a firm can be considered for inclusion on approved manager platforms.
Beyond institutional audiences, individual investors and financial advisors increasingly rely on GIPS® standards as a safeguard against misleading marketing claims. In practical terms, verification confirms that a firm follows consistent portfolio construction rules, uses uniform performance calculations, applies standardized composite definitions, and adheres to documented policies that govern data integrity and reporting processes.
From an operational perspective, sustaining 15 consecutive verifications requires ongoing investment in compliance infrastructure, data systems, staff training, and internal audit procedures. Performance measurement teams must maintain detailed records for every composite and strategy, track portfolio eligibility, and ensure that all reporting materials align with evolving global standards. As GIPS® requirements continue to be updated to reflect changes in market practices and regulatory expectations, firms must adapt their internal frameworks accordingly.
For New Jersey’s growing financial services sector, Toews’ milestone underscores the region’s expanding role in the global asset management landscape. Northern and central New Jersey, in particular, have become home to an increasingly diverse mix of investment firms, fintech providers, and financial infrastructure companies supporting domestic and international markets. The presence of firms capable of meeting rigorous global reporting standards contributes to the state’s reputation as a competitive and credible financial hub.
The 15-year verification achievement also highlights the broader industry shift toward accountability and standardized disclosure. As investors place greater emphasis on governance, operational resilience, and long-term stewardship, independent performance verification is becoming a cornerstone of institutional credibility rather than an optional enhancement.
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With markets likely to remain complex and unpredictable in the years ahead, Toews Asset Management’s continued adherence to global performance standards reinforces its position as a firm committed to transparency, disciplined operations, and investor confidence—qualities that are increasingly essential in today’s highly scrutinized investment environment.
