gips-compliance

SKILLWorkflowcommunity
v0.0.0JoelLewisMITUpdated 29d agoSource →

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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29d agoLast update
Skill
AuthorJoelLewis
Version0.0.0
LicenseMIT
CategoryWorkflow
Formatsskill.md
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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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