Courses
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How to Create Asset Selection Sets
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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How the Enter/Upload Exposure Data
Learn how to run through the process of entering or uploading Exposure Data into Solovis and how, if needed, you can edit or delete existing exposure data line items.
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How to Assign Benchmarks
Watch this brief tutorial to learn how to assign a benchmark to an asset, as well as how to associate a tag value to a benchmark for composite return comparison.
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Liquidity Models (Full Course)
Learn about how your firm can conduct liquidity analysis within Solovis by creating and linking Liquidity Models to your Investments.
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How to Download the Solovis Excel Plugin
Learn how to create one of the most flexible and detailed analytics reports available in Solovis - the Interval Statistics Report. This course shows the creation of several example reports and explains how to use the report parameters.
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Drawdown Investment Reports (Full Course)
This course reviews the commonly used Drawdown Investment-related reports in Solovis, including assessing PME and Annualized & Cumulative IRR analysis using the Interval Statistics report.
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Data Reconciliation & Review Process (Full Course)
Certain reports in Portfolio Analytics are especially helpful when conducting routine data maintenance. Learn how to use these reports to verify the accuracy of your market value and transaction inputs.