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.