by Krisan Marotta | Nov 15, 2011 | Reporting
Asset Classes describe your broadest investment category and should be the highest level of classification you use to describe portfolio composition and performance on client reports. Think of assets as the neighborhoods of your investment city. Asset Classes should...
by Krisan Marotta | Oct 5, 2011 | Reporting
September 2011 ended the worst quarter in terms of performance returns since I started working with PortfolioCenter in 1992. What PortfolioCenter reports could you send your clients to explain that while their portfolios are down, the drop does not necessarily...
by Krisan Marotta | Aug 7, 2011 | Performance
The PortfolioCenter help files say “for selected securities you can do performance calculations based on a transaction at the end of the day, rather than the beginning of the day. You can mark your mutual funds for end of day flows in order to get the most...
by Krisan Marotta | Jul 22, 2011 | Reporting
How often should you send performance reports to your clients? The majority of my managers send PortfolioCenter performance reports quarterly. However, new managers are often tempted to use rolling quarters. Sending performance reports to a portion of your client...
by Krisan Marotta | Jul 15, 2011 | Presentation Studio
For those of you with a license for the Enhanced Reporting module, the Summer 2011 Client Presentation package is out. You must be running the latest version of PortfolioCenter (5.2.400.2) to install this package. You can download the package from the following...
