advent.com | info@advent.com Best practices in composite management A guide for firms new to compliance with the GIPS ® standards THOUGHT LEADERSHIP WRITTEN IN PARTNERSHIP WITH 2 | Best practices in composite management A guide for firms new to compliance with the GIPS® standards Composites need to be carefully defined according to the strategies they represent. Rules regarding which portfolios to include or exclude must be fully documented and applied consistently. The cornerstone of compliance For investment management firms that want to comply with best practices and are ready to invest in business growth and marketing, the Global Investment Performance Standards (GIPS®) are the de facto industry model for presenting performance in marketing materials, advertisements,

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