Product Release Notes

RELEASED - February 2012


New in this release:

  1. Benchmarking features have been expanded. The "As Invested" ability to compare a portfolio's performance with that of a benchmark (simulating investments in the benchmark to correspond with investments made to the portfolio) now allows the use of all calculation types (Daily Valuation, IRR, and Dietz). Composites may now be compared using all composite methods (Aggregate, Asset Weighted, or Asset and Cash Flow Weighted). The results of any of these may be graphed, comparing the portfolio(s) to the "invested" benchmark(s). The "Invested" feature can now also be applied to blended benchmarks.

  2. A cumulative investment plot added to the Balance/Deposit Graph shows total portfolio investment in stair-step format.

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