The Power of Daily Performance
Client Webinar April 2020
Course Description
Hear from Solovis’ Eli Schoenberg (Director of Sales Engineering) on how you can utilize the best available data at all levels of your portfolio to provide accurate, timely returns analysis on a daily basis.
Course Curriculum
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1
Client Webinar (April 2020) - The Power of Daily Performance
45:15-
Course Player Tutorial
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The Power of Daily Performance (Client Webinar Introduction)
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Manager Mid-Month Estimates (Overview)
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Performance Proxies (Overview)
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Proxying and Custodial Reconciliation (Overview)
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Flexible Performance Methodologies (Overview)
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Manager Estimates Example (Demonstration)
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Performance Proxy Property Definition (Demonstration)
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Performance Proxy Example for Marketable Funds (Demonstration)
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Performance Proxy Example for Non-Marketable Funds (Demonstration)
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Additional Performance Proxy Example for Non-Marketable Funds (Demonstration)
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Custodial Reconciliation Ignore Performance Proxies (Demonstration)
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Q&A and Client Webinar Closing Remarks
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