skip to main content
Close Icon We use cookies to improve your website experience.  To learn about our use of cookies and how you can manage your cookie settings, please see our Cookie Policy.  By continuing to use the website, you consent to our use of cookies.
Global Search Configuration

Make composites work for you

CSIQ | Data analysis and tools | Financial intelligence

Cloud-based and cost-effective, Informa Financial Intelligence’s GIPS composite tool makes composite generation automatic and seamless.

How Informa Financial Intelligence can help

  • Create GIPS composite reports based on whatever rules you choose
  • Quickly update monthly composite numbers
  • Review the membership month by month or assign an end date
  • Modify rules or disclosures whenever you like
  • Go back historically to revise your composite membership
  • Track every action taken in your account in an audit trail
  • Data is fed seamlessly from our portfolio performance platform and can then be
    pushed to our proprietary, Separately Management Account database for marketing purposes

 

Choice of reports
Run performance reports for internal, external and GIPS Audit purposes with a choice of output options that can be exported into Excel or PDF.

No manual updating

Because our GIPS tool automatically takes data directly from our portfolio performance platform, there’s no updating or maintenance to worry about. You’ll never have to put information into spreadsheets. Instead you can focus on composite membership and how you’ll show portfolio performance that you can market through our proprietary Separately Managed Accounts database (PSN).

Related Products

$name

Flexible solutions | Financial intelligence

Client Engagement Research

Technologies are advancing. Channel engagement is changing. It’s time to set aside old-fashioned customer engagement scores.

Key benefits:

  • Deeper insights
  • Strategic advantage
  • Online dashboard and reporting

Any questions?