CompSiteIQ
CompSiteIQ enables firms to create, maintain, and report composites in compliance with the Global Investment Performance Standards® (GIPS®). It supports the entire process of composite creation and management through reporting and publication.
Features and Specifications
- Automated composite member selection
- Detailed portfolio membership tracking
- Multiple composite return calculations
- Queries for exception resolution
- Predefined customizable disclosure library
- Audit tracking
- Integrated document library
- Export composite returns to PSN
By working in conjunction with the Informa Investment Solutions performance measurement and accounting systems (Performer and Scorecard), or integrated with other 3rd party accounting and performance measurement systems, CompSiteIQ offers sophisticated composite construction and monitoring options that exceed the limited functionality found in spreadsheets and other software packages while lowering technology investment and ongoing costs.
Automated Workflow Process
Composite creation becomes quick and easy with our automated workflow process.
Automated Workflow Process
Composite creation becomes quick and easy with our automated workflow process.