Course Description
Depending on their Investment Model and what level of exposure details are reported, many Solovis clients find it helpful to upload exposure data to Portfolio Analytics and run exposure analysis.
Learn how to create exposure profiles, load exposure data, and what exposure analysis is available.
Course Curriculum
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1
Exposure Data
44:57-
Exposure Course Intro
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Exposure Overview
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Exposure Profiles
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Exposure Rollups
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Entering Exposure Data - Gateway Portal
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Uploading Exposure Data - Spreadsheet Import
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Exposure Reports
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Updated Exposure Reports and Charts (as of Dec '19 Release)
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Aggregate Exposure Over Time Chart (Dec '19 New Feature)
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Exposure World Map Report & Sector Exposure Over Time (Dec '19 New Feature)
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How to Edit or Delete Exposure Data Line Items
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Exposure Profiles with Multiple Tag Sets
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Exposure Data Course Survey
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