OCIO Features

Firms providing Outsourced Chief Investment Officer (OCIO) services face several challenges that traditional asset managers do not. They must be flexible enough to respond to queries from consultants while maintaining compliance with strict GIPS® composite definitions. The CAPS software can solve the multifaceted composite maintenance and reporting requirements for OCIO firms.


GIPS® & RFP Composites

With CAPS, you don't need to spend countless hours on each RFP:

The CAPS software makes it easy to:

  • Spin-up new tailored composites based on RFP specifications;
  • Calculate performance for custom and/or GIPS® required time periods;
  • Generate professional reports to attach to your proposals.

Flexible Inputs & Outputs

Let CAPS do the work for you. Configure the calculation methodology for your firm:

  • Choose asset-weighted or equal-weighted metrics;
  • Create dynamic composite benchmarks based off the weighted performance of underlying portfolio benchmarks;
  • Calculate gross and/or net excess returns.

Robust Reporting

Generate reports with ease. CAPS has over 45 reports to choose from, including:

  • GIPS® Reports;
  • Outlier Analysis;
  • Performance Reports;
  • Risk measures;
  • Verification Extracts & more.

The CAPS software is an easy-to-use and easy-to-implement software solution for your GIPS compliance needs.

CAPS 2020 (Desktop System)

  • Windows 10
  • SQL Server 2012 (or later)
  • Supports virtualization (Citrix/VMWare, etc)

CompositeHub (SaaS application)

  • Cloud-native
  • Compatible with modern web browsers (Chrome, Edge, Firefox, Safari)
  • Single Sign-on

"Without CAPS, I doubt that we would be in a position to claim compliance with the GIPS® Standards. In addition to the benefits of the software itself, the service that comes with CAPS is outstanding."

Ann Putallaz, CIPM
Munder Capital Management

"Having used many systems for composite maintenance, the CAPS system is the most user friendly I have encountered. The staff at CAPS are friendly and very helpful in every step from implementation to continued maintenance."

Nicholas Sroka, CFA
Paradigm Capital Management

"For years now, CAPS has provided our firm with the most reliable, user-friendly, and robust composite software we could ever ask for. Their GIPS® Standards expertise is invaluable to our firm. In addition, their exceptional and experienced support staff is always quick to respond in providing technical support as well as answering questions about GIPS® compliance. The support staff is first class!!!"

Rose Romano
Steinberg Asset Management