GIPS Toolkit
- Pamela Totas (Deactivated)
Owned by Pamela Totas (Deactivated), created
The GIPS Toolkit provides a complete composite performance reporting and analysis solution. Included are a collection of fields targeted to provide the standard measures specified by the Global Investment Performance Standards (GIPS), a standard Data Mart configuration, 7 presentation reports, 14 standard disclosure templates, Composite Weighted Returns report, and 2 Analysis reports. The presentation reports can be customized with your branding and mixed together in your own customized report package.
The Eagle Portal can be easily set up using Portal Queries or Dashboards against the preconfigured Data Mart or using the Portal Inbox to submit the included presentation or Performance Analysis reports.
In this section