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