Discover FactSet Solutions for GIPS®
Discover FactSet Solutions for GIPS®
Explore the solutions trusted by asset managers and asset owners across the globe to help them adhere to the latest GIPS® standards.
Maintain GIPS® Compliance and Sustain Your Competitive Advantage
Gain a comprehensive composite management solution that seamlessly integrates with your portfolios, data, and workflows to help you maintain compliance with the evolving CFA Global Investment Performance Standards requirements.
How Can FactSet Help You Become GIPS® Compliant?
Calculate the required returns and statistics for your composite
Ensure all discretionary, fee-paying portfolios are assigned to at least one composite. Perform sophisticated calculations with a full library of composite-level returns, statistics, and ratios including support for multi-firm and multi-currency scenarios. Access robust, pre-loaded market and return data, including integrated benchmarks, FX rates, and risk-free rates.
Optimize your investment performance workflow
Automate monthly production processes from composite building to GIPS-compliant presentation reporting. Eliminate the need for technical infrastructure with a SaaS-deployed solution that is fully integrated with your universe of accounts and portfolios. Use a series of dashboards to monitor for missing account data, missing composite attributes, or composite policy violations.
Confidently compile and distribute validated results
Leverage our included GIPS-compliant presentation report for your composites with all required disclosures included. Easily analyze composite results before validating them for distribution, ensuring consistency and transparency on the composite returns and statistics. Share your results with clients in various file formats rebranded with customer logos and color schemes.
Learn About FactSet's GIPS® Solutions
FactSet's composite management solution can help your firm maintain compliance with the evolving GIPS® requirements.