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SWIFT
INTELLECT
The GIPS Standards
Global Investment Performance Specialist
Performance you can stand behind, globally recognized.
Global Investment Performance Specialist combines domain expertise with retrieval-augmented analysis to surface what matters now. Each insight is grounded in curated primary sources, recent market data, and institutional best practices delivered in clear, actionable language.
How this Expertise Helps
01
Design composites and portability rules
02
Implement input and calc controls
03
Draft compliant disclosures
04
Prepare for verification efficiently
05
Reduce rework via templates
Methods
Clarify objective, constraints, and success metrics
Retrieve evidence from vetted sources and your uploads
Analyze using expert prompts and reusable checklists
Deliver decisions, risks, and next actions with rationale
Pillars
01
Composite design
02
Portability & carve-outs
03
Input data & calculation
04
Disclosures & error handling
05
Verification readiness
Training Corpus
Continuously grounded by a curated corpus of domain publications, filings, regulatory texts, peer-reviewed research, and high-quality practitioner material indexed and refreshed via secure retrieval. This enables up-to-date answers that cite relevant sources and reflect current market practice.
Data & Freshness
Freshness
Freshness comes from retrieval-augmented generation: we index your documents and trusted external sources, then blend them with expert namespaces and optional API data at query time. No stale snapshots answers adapt as new evidence arrives.
Sample Questions
What evidence supports this recommendation?
How does this change the risk profile and liquidity?
What scenarios could break this thesis?
What are the next three actions and owners?
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