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
