Home > Blogs > John Norwood Consulting announces the release of CompositeBuilder version 2.0

John Norwood Consulting announces the release of CompositeBuilder version 2.0

Submitted by Technology Tools for Today on April 21st, 2014


Version 2.0 of CompositeBuilderTM Is now available

CompositeBuilder provides composite performance reporting for PortfolioCenter, and is designed to facilitate compliance with the Global Investment Performance Standards (GIPS).  

The application provides a powerful suite of tools for the creation and maintenance of composites, error checking, reporting, and verification.

  • Version 2.0 provides comprehensive rule-based, automated composite construction and monitoring.
  • CompositeBuilder now supports the ability to carve out asset class segments for inclusion in composites.
  • The new Composite Holdings Report lists all managed assets held by portfolios in the composite on the requested date.
  • The Composite Portfolio Review identifies portfolio outliers from the composite return and calculates the contribution weight of each member portfolio to the composite.
  • Annual or monthly composite returns generated by another system can now be imported for historical periods.

See CompositeBuilder 2.0 new feature details »

For more information visit:
www.norwood-consulting.com/compositebuilder

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