iStock_000015769182Large2Rock cairns are used throughout the world to serve as reliable and steadfast trailmarkers that can withstand the tests of time and the elements. Cairn Investment Performance Consulting provides the industry with expert guidance and resources related to their investment management and performance measurement practices.  Our comprehensive services can include Back-Office Support, Performance Measurement Services, Composite Management, Risk Analytics and Portfolio Characteristics, and GIPS® compliance support.  We also leverage our extensive experience to provide educational training and review materials for the CIPM certificate.

Like our namesake, we strive to be a strong and reliable partner in helping our clients reach their destinations, when the path forward may seem uncertain.

 

After many years of conducting GIPS verifications and ad hoc performance projects, we observed that many firms recognize the need for reliable performance figures and/or GIPS compliance, but lack the resources and/or expertise to achieve their goals. Some firms start by looking for a verification firm, and don’t adequately assess the commitment of resources needed for these projects. That’s where we come in.

 

We were originally founded as Nelson Investment Performance Measurement Services in 2009, and were succeeded by Cairn IPC in 2012. Our mission has remained constant: to provide a wide range of expert guidance and efficient investment performance solutions to investment advisors. With broad experience in GIPS compliance, practical knowledge of performance measurement, and essential understandings of performance software, we have developed a hands-on approach to move your projects to their conclusion, using the most experienced and efficient resources available to you.

 Time-tested experience ~ Rock-solid reliability

Christian Nelson, CIPM
Christian Nelson, CIPM
Managing Member
Christian founded our predecessor firm in 2009, Nelson IPM Services, to fulfill a much needed service of hands-on performance measurement services and consulting to investment advisory firms.
Erik Johnsen, CFA, CPA, CIPM
Erik Johnsen, CFA, CPA, CIPM
Managing Member
Erik joined our predecessor firm in 2010 as a highly experienced professional who assists firms in achieving GIPS compliance and operational efficiency in the areas of GIPS compliance, performance measurement, and marketing.
Tony Trout
Tony Trout
Client Service Associate
Tony joined Cairn Investment Performance Consulting in 2013, and provides client service and performance measurement expertise to our various clients. Prior to joining Cairn, Tony gained a wide breadth of experience in performance measurement and the industry as a GIPS verifier at one of the leading verification firms in the world.
Cody Nault
Cody Nault
Software Engineer
Cody joined Cairn Investment Performance Consulting in 2014, and is pioneering new technologies that will allow Cairn to provide a level of client service that cannot be found elsewhere.