|
Can be used for |
Asset Class |
Sector |
Subsector |
|
Level |
Highest |
Middle |
Smallest |
|
Sorting on Reports |
Yes |
Yes |
Yes |
|
Reporting IRR on the Portfolio Holdings Report |
Yes |
Yes |
Yes |
|
Reporting IRR on Position Performance Summary |
Yes |
Yes |
Yes |
|
Calculate Management Fees Based on |
Yes |
Yes |
Yes |
|
Design Models On |
Yes |
Yes |
Yes |
|
Report Time Weighted Return |
Yes |
No |
No |
|
Calculate Composite Returns & Global Reports |
Yes |
No |
No |
|
Compare to an index or |
Yes |
No |
No |
|
Commonly used |
Almost always |
Sometimes |
Rarely |
|
Example |
US Equity |
Large Cap |
Technology |