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Portfolio Configuration
Written by Anna German
Updated over a week ago
Rev. Date July 19, 2019
[TEST]'s analysis of your investments and their exposures is based upon your reported portfolio configuration. We therefore designed the portfolio allocation panel, available in any portfolio-level analysis, to give you a high degree of flexibility in tailoring [TEST] to your needs. The allocation panel is designed to edit portfolios “on the fly” when analyzing a portfolio.
Portfolio Structure
Set up
Create a nested hierarchy of strategies. Name these as needed.
At the lowest level in the structure, add individual investments, and set the current dollars allocated to each (in $ millions).
The portfolio tree will update as you make changes. You can collapse/expand elements to ease navigation, and you can drag and drop investments from one strategy to another.
Portfolio Settings - Benchmarks
Selecting any portfolio element will let you specify its benchmark:
For a benchmark: upload a return stream to act as a custom benchmark or pick among the hundreds of common indices available in [TEST].
You can also create a composite benchmark by assigning weights to various return series (e.g., 60% MSCI ACWI + 40% Bloomberg Barclays Global Aggregate). In a composite benchmark, you can also specify an excess return target over the underlying benchmark (e.g., S&P 500 + 3%)
This document highlights certain aspects of this feature. As an overview, it does not discuss all material facts or assumptions. Please see Important Disclosure and Disclaimer Information.