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GIPS® Composite Management
Helping you Achieve and Maintain Compliance with Global Investment Performance Standards.

Unity® Performance & Analytics GIPS Composite Management is a multi-currency solution that simplifies the composite management and calculation process, provides greater flexibility for GIPS reporting and supports greater operational consistency.

GIPS is a set of standardized, industry-wide ethical principles that guide investment firms on how to calculate and present their investment results to prospective clients ensuring consistency and transparency of the investment firm results. Asset managers and asset owners have trusted Unity Performance & Analytics GIPS Composite Management to provide investors confidence in their service and drive future growth since 2009.

Features & Benefits
GIPS COMPLIANT
Achieve and maintain compliance with GIPS today and in the future for greater operational consistency.
GLOBAL ORIENTATION
Support global reporting needs with multi-currency and multi-lingual composite management and calculations.
OPERATIONAL EFFICIENCY
Increase operational efficiency with built-in workflow and automation that streamlines maintenance, calculation, and reporting process.
FLEXIBLE REPORTING
Modify and customize reports to support both internal and external needs with a robust and flexible reporting library, including 30+ standard templates.
COMPOSITE MANAGEMENT
Gain greater control over use of composites with defined rules and policies, calculations through any approved GIPS methodology, change identification and tracking over time, and portfolio allocation to composites with automated rules.
BENCHMARK DATA
Provision benchmark data through our Unity® Index Reporting to increase efficiency by eliminating the manual work necessary to manage thousands of indices with automated receipt nightly.
For more information about Confluence products, call +1 412.802.8632 or contact us.