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As an internal portfolio analytics tool, PR+provides
asset managers with timely and accurate portfolio valuation
and fundamental characteristic reports for either current
or backdated periods of time.
Each of the reports that the PR+ application delivers
provides a different insight into the characteristics
of the portfolio and how they relate to the corresponding
benchmark characteristics. The reports are presentation
quality featuring detailed graphs and table analytics
of individual securities and higher levels of compiled
sector, portfolio, and benchmark presentations. Many
of the reports feature ‘drill-down’ capabilities
starting at the sector level and ending at the security
level.
6 composite weighting schemas are available for asset
managers to analyze analytical biases inherit in the
corresponding asset allocation methods. The composite
weighting schemas can be changed for both the portfolio
and benchmark.
| Features |
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Single and multiple axis data item
graphing capabilities |
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Data item summary statistics on the
sector, portfolio and benchmark levels |
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Monthly sampled ‘holdings based’
performance analysis reports |
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Asset class drilldown graphing capabilities |
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S&P benchmark performance |
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Company specific “Tearsheets” |
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