Versions Compared

Key

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

The GIPS Toolkit includes presentation reports that read data stored in the Data Mart, can be branded with your company’s logo and color scheme, and can be combined together to create report packages.

Info

Many of the same reports are available with different groupings and are referred to by a common name, but each has a different Advanced Report profile.

The following table summarizes the presentation reports included in the GIPS Toolkit.

In this section

Child pages (Children Display)


Category

Sub Category

Name

Advanced Report Profile

Description

Presentation

OLAP Based Presentation w/ Disclosures

GIPS Presentation

Egl Prf GIPS Ad-hoc Presentation with Disclosures

GIPS compliant presentation based on OLAP reports

Presentation

Data Mart Based Presentation

GIPS Presentation

Egl Prf GIPS Presentation

GIPS compliant presentation based on Data Mart data

Presentation

Data Mart Based Presentation w/ Disclosures

GIPS Presentation

Egl Prf GIPS Presentation with Disclosures

GIPS compliant presentation based on Data Mart data with disclosure functionality

Performance

Performance Table

Performance Summary

Egl Prf GIPS Composite Performance

Total level rolling returns for the composite and benchmark as of selected month end date in table format

Performance

Performance Chart

Performance Summary

Egl Prf GIPS Composite Performance Chart

Total level rolling returns for the composite and benchmark as of selected month end date in chart format

Performance

Performance

Performance Summary

Egl Prf GIPS History of Results and Statistics

Total level quarterly, annual returns, and rolling returns for the composite and benchmark as well as composite statistics and disclosures as of selected month end date

Performance

Performance Table

Performance Summary

Egl Prf GIPS Schedule of Results and Statistics

Total level 3 month, YTD, and rolling returns for the composite and benchmark as of selected month end date in table format

About GIPS Presentations

The GIPS Toolkit enables your organization to comply with GIPS reporting requirements. There are three GIPS Presentations designed to display all required information for composites based on GIPS guidelines. The presentations display standard performance data and statistics with disclosure capabilities for the purpose of internal and external reporting of composites