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This section describes how to create and approve GIPS composites, and explains how to use the Composite Monitor and OLAP-based Composite Monitor reports to verify composite and portfolio relationships.

In this section

  • About the Global Investment Performance Standards (GIPS)
  • About Composites
  • Create a Composite
  • Maintain Composite and Portfolio Relationships
  • Use the Performance Composite Builder
  • Composite Rebuild Process
  • Use the Composite Approval Module
  • Pending Approvals
  • Approval Report
  • Use the Composite Approval Module in Monthly Mode
  • Approval Report (Monthly Mode)
  • Verify Composite and Portfolio Relationships in the Composite Monitor
  • Verify Composite and Portfolio Relationships with OLAP-Based Composite Monitor Reports
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