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.
Add Comment