GIPS Performance Now
- Internal (money-weighted) and Time-Weighted Portfolio Rate of Return from only balances, deposits and withdrawals.
No need to track internal
positions, trades, transfers, dividends, etc... saves you hours of time and reduces errors.
- GIPS methodology as
described in CFA Institute standards
provides accurate, professional results
and helps you become GIPS-compliant.
direct and "as-invested" comparison of your returns with indexes or
your custom-made benchmarks, downloaded automatically.2
cash flow and performance
market indexes or personally designed benchmarks.
Portfolio Risk/Reward Analysis
provides essential insight into
performance with metrics like Volatility, Beta, R-squared, and Sharpe Ratio.
Create a large variety of
before or after taxes or fees, with periodic and annualized Rate of Return.
Track many portfolios and
calculate Composite ROR
using GIPS-approved methods, with
asset weighting, asset-plus-cash-flow weighting, geometric linking, and dispersion.
The Affordable Way to Take Your Firm to the Next Level
GIPS-compliance solutions often cost thousands of dollars, do far more than
you need, and require a staff to maintain. Easy ROR
Pro is the simple solution. Only external cash flows (balances, deposits and withdrawals)
for your clients are needed to generate accurate, detailed, GIPS-compliant
Provide returns before and after tax and
gross or net of fees, with monthly, quarterly,
yearly, or cascading periods, cumulative period results, and many other options.
Use GIPS Time-Weighted ROR calculation methods,
Valuation and geometrically-linked IRR or Modified Dietz, as well as calculation of composite performance and dispersion for portfolio groups using asset-weighted, asset-plus-cash-flow,
or aggregate methods.
The global standard for performance reporting.. If you're a professional,
offering GIPS-compliant performance gives you a
significant competitive advantage.
In fact, prospective clients will increasingly expect your practice to be GIPS-compliant
in the coming years. Easy ROR Pro provides the necessary methods to meet the
is the recognized reporting standard administered by the CFA Institute
Compare performance to tailored benchmarks.
Easy ROR Pro provides
comparison of investment returns with your choice of indexes, or your own
tailored benchmarks blending any indexes or securities. Benchmark
comparisons can be either direct or "as-invested" (as if cash
flows were made to the benchmark as they were made to the portfolio). Easy ROR Pro automatically downloads and calculates benchmark rate of return
over the applicable periods.2
Measure portfolio Risk/Reward and Gain/Loss.
Provide your clients revealing
metrics like Beta, Volatility, R-Squared and Sharpe Ratio, and show them their
periodic and cumulative gain/loss.
Additional Rate of Return methods...
Easy ROR Pro also
calculates MIRR (Modified IRR) for capital investment projects, and Least
Squares ROR and Rolling Period Average ROR for long-term planning.
Import data from text files.
Manual data entry is fast and easy
because so little data is needed, but for numerous portfolios or historical
records you can also upload data from text file(s) using your own user-defined
Both easy and easier to use
than a competing piece of software we’ve recommended in the past."
Unique, powerful, and elegant."
R. Foretich, President