Courses
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Report Manipulation (Full Course)
Learn how to adjust both display settings and parameters that drive report output in Portfolio Analytics.
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Solovis Excel Plugin (Full Course)
Learn how to utilize the Solovis Excel Plugin and the Excel export options available in Portfolio Analytics reports.
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Benchmarks (Full Course)
Learn the key concepts related to creating and assigning Benchmarks in Solovis.
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Asset Selection Sets (Full Course)
Learn how to use a helpful Solovis reporting feature called Selection Sets. A Selection Set is a list of assets that have been filtered by defined criteria based on any property or properties that you define.
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Exposure Data (Full Course)
Learn the key concepts related to exposure data in Portfolio Analytics, including how to create exposure profiles, load exposure data, and what exposure analysis is available.
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Liquidity Models (Full Course)
Learn about how your firm can conduct liquidity analysis by creating and linking Liquidity Models to your Investments.
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How to Download the Solovis Excel Plugin
Information on how to download the Solovis Excel Plugin.
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Drawdown Investment Reports (Full Course)
This course reviews the commonly used Drawdown Investment-related reports, including assessing PME as well as Annualized and Cumulative IRR analysis in the Interval Statistics report.