Cloud-based and cost-effective, Informa Financial Intelligence’s GIPS composite tool makes composite generation automatic and seamless.
How Informa Financial Intelligence can help
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).
Technologies are advancing. Channel engagement is changing. It’s time to set aside old-fashioned customer engagement scores.
Key benefits: