Unison Advisors completes 10th straight GIPS verification with TSG

Unison Advisors has completed its 10th consecutive GIPS verification with TSG, underscoring a decade-long emphasis on independent, transparent performance reporting. The milestone reinforces the Providence-based firm’s strategy of strategy-wide reporting for institutional and individual clients.

Why it matters: - The 10th consecutive GIPS verification signals sustained independent validation of Unison Advisors' performance reporting. - For clients and prospects, the verification supports confidence in how the firm measures and communicates investment results. - The milestone also highlights TSG's role as a long-term verification partner for firms that prioritize reporting discipline.

What happened: - TSG announced that Unison Advisors LLC completed its 10th consecutive verification under the Global Investment Performance Standards (GIPS). - Unison Advisors is headquartered in Providence, Rhode Island, and is an SEC-registered investment adviser. - Nir Kaissar, CFA founded Unison Advisors in 2005 and serves as Portfolio Manager and Managing Member.

The details: - Unison Advisors uses a data-driven, systematic process to build diversified multi-asset portfolios for institutional and individual clients. - The firm’s investment approach emphasizes valuation discipline, cost sensitivity, broad diversification across asset classes, regions and styles, and evidence over intuition. - Unison Advisors offers three strategies built around conservative, moderate and growth risk profiles. - Nir Kaissar said Unison decided early to report strategy-wide performance to clients so the firm and clients would have a clear view of results. - Kaissar called GIPS the gold standard of performance reporting. - Chris Spaulding, TSG’s chief growth officer, said 10 consecutive independent verifications show how seriously a firm takes its discipline. - Spaulding said TSG looks forward to continuing its work with Unison Advisors. - TSG verifies GIPS compliance for investment firms and asset owners worldwide, including many relationships that last a decade or more. - Unison Advisors' 10th consecutive verification extends that pattern of long-term engagement.

Between the lines: - The announcement is less about a product launch than about credibility and process. - Ten straight verifications can help differentiate a firm that wants performance reporting viewed as a core part of client accountability, not just a compliance exercise. - The repeated verification also suggests both firms see value in a long-running relationship centered on standards-based reporting.

What's next: - Unison Advisors will continue using GIPS-based reporting as part of its client communication and performance disclosure. - TSG is positioned to keep supporting firms that want independent verification and performance measurement services. - More information about Unison Advisors is available at Unison Advisors. - More information about TSG is available at TSGPerformance.com.