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Carve-out Allocation

Carve-out performance generator for GIPS 2020 compliance

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Understanding Carve-out Allocation

GIPS compliant firms now have more options under the 2020 GIPS standards to create carve-out composites. The carve-out composite returns still need to account for cash but the GIPS standards now give firms the flexibility to determine how they will allocate cash, as long as it is done on a timely and consistent basis. This tool provides a quick turnkey approach to historical carve-out performance generation.

  • Supports unlimited carve-out segments
  • Support for multiple return calculations including Net and Gross
  • Load years of either daily or monthly historical data
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Carve-out Allocation Pricing

Only add the modules you need with one affordable monthly price. Easily pause or cancel at any time.

Carve-out Allocation Tool

$ 165/month

+ $ 20.00 Setup fee

Features
  • Supports one or more carve-out segments
  • Support generating one or more carve-out performance (E.g: Gross, Net, Net of Management Fees etc.)
  • Ability to load and generate either daily or monthly values
  • Supports historical calculation of carve-out performance
  • Uses GIPS 2020 compliant "Beginning of Period Allocation" methodology
Application In / Outs / FAQs
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As part of the SAYS Platform Carve-out Allocation can add the following advantages to your systems for one simple monthly fee.

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