GIPS Composite Management and Reporting

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).

Make composites work for you

Any questions?

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Sample data or analysis

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