Supports GIPS Compliance
Present Performance with Confidence
Axys®, a powerful portfolio accounting platform, enables firms to present performance with confidence using industry proven GIPS-compliant calculations for performance measurement and reporting.
- Create blended benchmarks and track the component indices historically.
- Use the platform leveraged by the largest constituency of GIPS-compliant reporting managers in the world.
- Update performance history for significant contributions and withdrawals in one step.
- Comply with the standards and regulations of the SEC, AIMR, and GIPS.
- Calculate the time-weighted or internal rates of return before or after management fees.
- Display performance in a number of flexible, user-defined ways: by portfolios, asset classes, sectors, countries, or regions.
- Compare performance against the indices of choice, including synthetic indices.
- Construct composites of choice and use Composite Manager to automatically track portfolio entry and exit dates.