solutions

Composites Management

B-One Composites module helps you to:

  1. Reduce implementation time for compliance to a minimum
  2. Build composites according to specific defined strategies
  3. Include additional calculations specific to GIPS requirements
  4. Do strict checks and controls to ensure, justify and provide audit on proper composite construction
  5. Access very high level of disclosures
  6. Present results according to the standards (specific display, mandatory ratios…), customised and including the firm’s branding

 

Key benefits

  1. Single data management system for performance, attribution, risk and GIPS
  2. It allows building composites, calculating all required returns, risk indicators and ratios and finally provides reports with any necessary disclosures.
  3. Highly adaptable, it is available for both compliant and non-compliant asset managers
  4. GIPS reports including all required information are easily and quickly generated through a component library including pre-formatted disclosures
  5. The user has the choice between manual or automatic composite creation: composites can be managed entirely manually through user-friendly screens, whereas automatic composite structure is created through an algorithm based on portfolio characteristics and composite strategy definition

 

GIPS indicators
GIPS indicators
Composite strategy creation
Composite strategy creation
Composite detailed analysis report
Composite detailed analysis report
Réalisation : Sismeo agence web Paris