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GIPS Composite Management assists you in supporting compliance with GIPS composite construction, return, risk, and dispersion statistic calculation, auditing, and reporting requirements.

With Eagle's GIPS Composite Management, you can:

  • Maintain composite/constituent relationships automatically to manage large numbers of portfolios with various mandates that change over time.

  • Define portfolio inclusion rules that accommodate the nuances of your specific composite membership criteria, such as minimum market value.

  • Store constituent level data such as strategy, investment discretion, and tax policy.

  • Optionally review and approve composite assignments for composites with a large volume of membership changes.

  • Create manager composites for internal incentive purposes.

  • Perform "what if" dynamic creation of composites to evaluate composite construction.

  • Produce standard auditor verification reports, and detailed, easy to read, audit logs that reflect changes to your composites.

  • Provide composite information to do analysis versus peer group universes.

  • Calculate equal-weighted and/or size-weighted composite returns and return dispersion.

  • Generate presentation-quality reports that describe composite performance, and incorporate footnotes and disclosure statements within your reports.

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