Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

GIPS Disclosure templates are configured using Disclosure Fields for compliant reporting requirements for the composite. These fields can be customized to facilitate streamlined and efficient disclosure reporting across all composites. The disclosure templates for the composite’s calculation method, composite creation, minimum account size, dispersion methodology, currency, firm list of composites, calculations, fee structure, leverage, valuations, compliance statement, definition, verification, and additional information are all included. For descriptions of disclosure templates, see  GIPS Composite Management Configuration. 

Standard Deviation Statistic

The GIPS Toolkit includes a Performance Analysis field used to provide the annualized 3 year standard deviation of the composite returns as of any month end beginning in 2011. The field is configured to use monthly inputs.

...