GIPSGlobal Investment Performance Standards Method and apparatus for providing Global Investment Performance StandardsGIPS certification support services

摘要

The present invention relates to a method for providing global investment performance standards (GIPS) certification support services. The method determines funds which is a target of GIPS certification, generates a plurality of composites grouping at least a part of the funds in accordance with a composite setting standard including at least one of investment terms, investment objectives or investment strategies, matches each of the funds to one of the plurality of composites, sets a benchmark for evaluating a profit rate of the plurality of composites to each of the plurality of composites, calculates the profit rate of each of the plurality of composites and the profit rate of the benchmark, and provides data including the calculated profit rates to a GIPS certification server.