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gips-compliance

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Navigate GIPS standards for investment performance.

Finance & Accounting#compliance#performance reporting#gips#investment performance#cfa institute#composite construction
AuthorJoelLewis
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill helps investment firms understand and adhere to the Global Investment Performance Standards (GIPS), ensuring accurate and fair representation of investment performance for clients and prospects.

Core Features & Use Cases

  • Composite Construction: Guides on including/excluding portfolios and handling terminated accounts.
  • Performance Calculation: Explains time-weighted returns, gross-of-fees vs. net-of-fees calculations, and the use of Modified Dietz.
  • Presentation & Reporting: Details the required elements for GIPS-compliant presentations and advertisements.
  • Verification & Error Correction: Outlines the process for independent verification and correcting performance errors.
  • Use Case: An investment firm is preparing its annual performance report and needs to ensure it meets all GIPS requirements for composite construction, return calculation, and presentation to prospective clients.

Quick Start

Explain the requirements for including terminated portfolios in a GIPS composite.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: gips-compliance
Download link: https://github.com/JoelLewis/finance_skills/archive/main.zip#gips-compliance

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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