Benchmarks (Full Course)
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Course Description
A benchmark can be any Entity in Solovis that has some history of returns. Benchmarks can be assigned to assets and become especially helpful when it comes to reporting so that you have the ability to show benchmark comparisons in your performance reports.
Solovis offers several different types of benchmark approaches (Single Index, Weighted Benchmark, Flat Return, and Excess Return.) This course reviews how to create and assign all benchmark types in Solovis.
Course Curriculum
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2
Managing Benchmarks in Portfolio Analytics
23:01-
Single Index Benchmarks (in Portfolio Analytics)
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Weighted Benchmarks (in Portfolio Analytics)
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Flat Return Benchmarks (in Portfolio Analytics)
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Excess Return Benchmarks (in Portfolio Analytics)
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How to Assign Benchmarks (in Portfolio Analytics)
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Quick Reference Card - Benchmarks (Portfolio Analytics)
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Managing Benchmarks in Portfolio Analytics Quiz
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3
Managing Benchmarks in Benchmark Blender
25:38-
Overview of Benchmark Blender
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How to Add an Absolute Return Benchmark in Benchmark Blender
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How to Add a Static Weighted Benchmark in Benchmark Blender
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How to Add a Composite Return Benchmark in Benchmark Blender
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How to Add a Composite Weighted Benchmark in Benchmark Blender
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How to Add an Asset Weighted Benchmark in Benchmark Blender
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Additional Info: Asset Weighted Benchmark Average Capital Base Weighting Methodology
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Additional Info: Using Selection Sets in Asset Weighted Benchmarks
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How to Add a New Time Window in Benchmark Blender
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Push Time Windows (Look Through Depth)
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How to Add a Pull Forward Benchmark in Benchmark Blender
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How to Apply a Lag Date to a Benchmark in Benchmark Blender
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Managing Value Type Selection & the Default Lag Date in Admin (Benchmark Blender)
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4
Managing Jobs in Benchmark Blender
05:41