Wondering which reports allow the use of indices and targets? As a rule of thumb, you can display an index and/or a target on any report in PortfolioCenter that includes a Time-Weighted Return calculation — which is most of the performance reports. Here’s the list.
[table]| Traditional Analytical Reports | ||
| Performance Report | Include Index? | Include Target? |
| Portfolio Performance Summary | Yes | Yes |
| Portfolio Performance Review | Yes | Yes |
| Portfolio Performance History | Yes | Yes |
| Position Performance Summary | No | No |
| Asset Class Performance Summary | Yes | Yes, also includes the Target/Asset Index List |
| Asset Class Performance History | Yes, if you display portfolio return | Yes, also includes the Target/Asset Index List |
| Performance Analysis | Yes. A “market index” is required for some calculations. | Yes, also includes the Target/Asset Index List |
| Comparative Portfolio Performance | Yes | Yes |
| Comparative Performance Review | Yes | Yes |
| Graphical Portfolio Statement 1 & 2 | No, for text section; the graph section depends on the graph | No, for text section; the graph section depends on the graph |
| Graphical Portfolio Performance Review 1 & 2 | Yes, for the text section; the graph section depends on the graph | Yes, for the text section; the graph section depends on the graph |
| Portfolio Allocation | No | No |
| Performance vs. Benchmarks | Yes | Yes |
| Components of Change in Portfolio Value | No | No |
| Portfolio Value vs. Cumulative Net Investment | No | No |
| Graphical Performance History | Yes | Yes |
| Graphical Comparative Performance | Yes | Yes |
| Presentation Studio Report Elements | ||
| Performance Report | Include Index? | Include Target? |
| Portfolio Overview, Overview Three Pane |
Yes | Yes |
| Performance Two_Pane_Landscape | Yes | Yes |
| Allocation by Category | No | No |
| Account Performance Summary Table | Yes | Yes |
| Asset class Performance Summary Consolidated Table | Yes | Yes |
| Asset class Performance Summary Detailed Table | Yes | Yes |
Unless otherwise noted, when you can display an index you can display up to 5.