by Krisan Marotta | Jan 29, 2015 | KBO, Reporting
One of the most frequent sources of confusion about PortfolioCenter data stems from expecting various numbers on different reports to match. PortfolioCenter reports are intended to measure different factors. By definition and design, they will produce different...
by Krisan Marotta | Dec 2, 2014 | KBO, Reporting
Q.On our last quarterly reports, the benchmarks didn’t seem right. Our portfolios should have performed very close to the benchmarks but sometimes they were either much higher or much lower. How do we figure out what is going wrong? A.In PortfolioCenter...
by Krisan Marotta | Nov 20, 2014 | KBO, Reporting
Need help understanding the PortfolioCenter Performance Reports? Here are answers to some of the most common questions. Explain my Performance Report Explain the Report Columns Contributions & Withdrawals What should I send clients? Which report format Should I...
by Krisan Marotta | Nov 7, 2014 | KBO, Reporting
The ending values on a Performance report and a Portfolio Holdings report for the same client don’t match. Now what? 1) Check the obvious. Are you running the reports on the same ending date? Are you using the same portfolio or group? Are you running on the...
by Krisan Marotta | Oct 20, 2014 | KBO, Reporting
If you received a 49 on a final exam, you’d be depressed. But if you discovered the average score was 12 and the highest score was 51, you’d be thrilled. Similarly performance returns in PortfolioCenter do not always tell the whole story. Sometimes...
by Krisan Marotta | Sep 12, 2014 | KBO, Reporting
Q “I re-ran a client’s second quarter performance report and the numbers have changed. We use the Comparative Performance Review. This has happened before. How could the numbers be different when we re-run a performance report?” A. The short...
