Manage Composites
- Kavitha Thangaswamy (Unlicensed)
- Jawann Swislow
- Pamela Totas (Deactivated)
Portfolio Data Center allows you to create two type of composites.Â
Reporting Composite: Composites consist of one or more entities grouped together in their entirety.
Performance Composite: Composites which are built using the GIPS standards and guidelines.
The table below provides the details about the two composites:
Entity Name | Entity Type | Description |
|---|---|---|
Reporting Composite | COMP | A reporting composite is a composite that aggregates underlying accounting data for underlying entities into a single composite. For example, if you set up multiple entities in the system for a single account at a custodian, you can aggregate the information from the entities into a single portfolio composite. |
Performance Composite | ACOM | This composite complies with GIPS for composite definition, calculation and presentation. |
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