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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 composite financial performance 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 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

Financial Intelligence: latest

Free analysis

Any questions?

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: 

Related products

Some of our other top solutions are itemized below. For our full suite, please see Products & services

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PerformanceIQ - Portfolio Performance Measurement

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Profile Producer - Custom Fact Sheets

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