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Best Practices in Composite Management:
A Guide for Firms New to Compliance with the GIPS® Standards

This white paper provides guidance on best practices and pitfalls to avoid when building and managing composites.

Composites are the cornerstone of a firm’s claim of compliance with the Global Investment Performance Standards (GIPS). With the right steps, the right tools, and the right level of commitment, composite management can become part of everyday operating procedures. This document provides guidance on best practices and pitfalls to avoid when building and managing composites. It is intended to show firms that are considering GIPS compliance the necessary action items to consider. While much of the information is geared towards firms that do not yet claim GIPS compliance, it will also be useful for those that have initiated the process, and even for compliant firms that want to revisit or refresh current practices and systems.