by Krisan Marotta | Aug 22, 2014 | Performance
Q. I’m confused about how the taxable flag should be set for the various fixed income securities. Everything seems to come in marked as taxable. Can you help? A.For most brokers new fixed income securities default to state taxable “yes” and federal...
by Krisan Marotta | Jul 16, 2013 | Reporting
Have you explored the Securities Data Manager in PortfolioCenter yet? I’ve been begging for this feature since the “Centerpiece” days and it’s finally here! When I expressed my appreciation for the new tool, one of my managers responded,...
by Krisan Marotta | Nov 19, 2011 | Reporting
SubSector codes are the categories YOU would choose to diversify your Sectors. Subsector codes are the numbers on a your Sector streets. Various streets may have the same numbers, but to find a specific building, you need to locate it by the street and neighborhood....
by Krisan Marotta | Nov 17, 2011 | Reporting
Sectors are the categories you would choose to diversify your Asset Classes. Sectors are the streets that run through your Asset Class neighborhoods. While the same street may run through several neighborhoods, to find a specific location, you narrow your search to...
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...
