The GIPS Composite Management workflow in Eagle Performance consists of these basic steps, which may vary according to your unique processing requirements:
- Loading Load data.
- Building Build composite membership.
- Configuring Configure the Performance Calculation report to calculate and commit single-period composite level returns.
- Configuring Configure the Performance Analysis and/or Composite Analysis reports to calculate multi-period composite level returns and risk statistics.
- Publishing Publish the performance reports.
A high level overview of each step in the workflow follows.
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