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Make composites work for you

CSIQ | Data analysis and tools | Financial intelligence

Cloud-based and cost-effective, CompSiteIQ makes composite generation automatic and seamless.

How CompSiteIQ can help

  • Create composites 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 make revisions to your composite membership
  • Track every action taken in CompSiteIQ in an audit trail

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 PDFs.

No manual updating

Because CompSiteIQ automatically takes data directly from PerformanceIQ, 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 PSN.

What's included

Time saving automation

Time-saving automation

Reliable composite returns minus the spreadsheets and custom disclosure library.

Fully flexible reports

Fully flexible reports

Revise your composite membership when you need to.

Easy report exporting

Easy report exporting

All report output options export to Excel and PDF.

Comprehensive audit trail

Comprehensive audit trail

Keep track of every action with a trail you can filter.

Any questions?

If you have questions about how Informa Financial Intelligence can assist your business, please fill out the form below and we'll get back to you shortly.

If you prefer to get in touch by phone, please refer to the About section of our website for a list of our offices and contact details. 

Would you like to request sample data or analysis from Informa Financial Intelligence? 

See how our tailored solutions can help you gain a competitive advantage: 

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