gips-compliance

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v0.0.0JoelLewisMITAktualisiert vor 1 Mon.Quelle →

Ensure firms claiming GIPS compliance under the CFA Institute Global Investment Performance Standards satisfy requirements for composite construction, performance calculation, presentation, and verification. Use when the user asks about building composites, time-weighted return calculation under GIP

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Skill
AutorJoelLewis
Version0.0.0
LizenzMIT
KategorieWorkflow
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Ensure firms claiming GIPS compliance under the CFA Institute Global Investment Performance Standards satisfy requirements for composite construction, performance calculation, presentation, and verification. Use when the user asks about building composites, time-weighted return calculation under GIPS, GIPS Reports and pooled fund reports, error correction policies, wrap fee or SMA program performa

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