ENSURE FULL GIPS® COMPLIANCE WITH CONFIDENCE
Since the early 2000s, Global Investment Performance Standards (GIPS®) have become a must-have for asset managers answering RFPs or seeking to strengthen investor trust. Today, transparent and comparable performance data is a baseline expectation.
But GIPS® evolves—and adapting composites, procedures, and disclosures manually gets harder every year. Spreadsheets become bloated, audits more complex, and maintaining historical consistency becomes a real challenge.
Falling behind erodes credibility and weakens your competitive edge.
Struggling with GIPS® compliance?
SIMPLIFY GIPS® COMPLIANCE WITH AMINDIS
AMINDIS provides a fully integrated GIPS® module tailored specifically for asset managers. Our solution covers every aspects of GIPS® compliance—from composite creation to audit-ready reporting.
Composite management
Control and monitor all aspects of your composite structure, with features designed for accuracy and adaptability:
Integrate static and variable benchmarks easily.
Automatically flag portfolios that deviate from composite norms using intelligent outlier detection.
Adjust composite as portfolios enter or exit.
Track and maintain GIPS® disclosure with full auditability.
Support multi-firm environments, allowing each entity to manage composites independently yet consistently.
Calculations and controls
Maintain compliance with precision, automation, and transparency:
Automate all performance calculations.
Configure flexible inclusion/exclusion criteria (e.g. min AUM thresholds, periods of significant inflows, ...).
Implement configurable business rules and quality checks to ensure data accuracy.
Provide full calculation transparency to auditors for smoother reviews.
Stay updated automatically with GIPS® regulatory evolutions.
Reporting and audit trail
Deliver accurate reports with full traceability and audit readiness:
Centralize your historical reports for full traceability.
Ensure consistent reporting across time and teams.
Generate both standard and tailored reports for internal, client, or auditor use.
Facilitate multi-year audit processes with full historical audit trails.
Deliver reports automatically to sales and marketing teams to support business development.
Make GIPS® results available via the AMINDIS' Client Portal for secure, on-demand access by internal and external users.
This module can be used as a standalone solution—pulling data from external systems—or fully integrated with AMINDIS' performance and risk modules for a seamless workflow.
STILL RELYING ON SPREADSHEETS FOR GIPS® COMPLIANCE?
Manual processes increase audit risk and reduce your operational agility.
Disconnected tools and spreadsheets lead to inefficiencies, errors and audit stress.
With AMINDIS, move to a secure, automated environment built specifically for asset managers.
BENEFITS OF USING AMINDIS FOR GIPS® COMPLIANCE
FULL DISCLOSURE TRACKING
Ensure complete and auditable disclosure management.
TRACEABLE COMPOSITES
Manage composite with confidence—fully linked, adaptable and traceable over time.
BENCHMARK FLEXIBILITY
Easily manage both static and variable benchmarks to align with your firm’s evolving strategy.
RELIABLE AUDIT READINESS
Always be audit ready. Minimize disruption, reduce compliance risk, and ensure peace of mind.
CLIENT SPOTLIGHT
Banque Cantonale Vaudoise
Pascal Glardon | Head of Investment Risk & Performance
“Thanks to AMINDIS, our GIPS® reporting process went from 3 weeks to 3 days — with fewer errors and more confidence in the data.”
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READY TO MODERNIZE GIPS® COMPLIANCE?
Whether you're starting from scratch or looking to replace legacy tools, our team can help.
Book a free GIPS® readiness call
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