Peer Group Internal Codes

Owned by Kavitha Thangaswamy (Unlicensed)
Last updated: Jul 25, 2023 by Pamela Totas (Deactivated)
1 min read

The following internal codes support Peer Group Reporting:

  • IPEERDEF. Funds are linked to one or more peer groups. There is a primary association, and there can also be alternative associations based upon alternative grouping criteria. You can enter values such as Primary Peer Group, Secondary Peer Group, and so on. The Code Value is Peer Group Definitions. The following two value are loaded: Primary Peer Group, Secondary Peer Group.

  • IENTITYPERIODS. Analytics such as return and standard deviation are periodically measured for several relative time periods such as 1-day, year-to-date, N years to date, since fund inception and since manager inception. IENTITYPERIODS allows you to enter various periods used in the entity analytics data. The Code Value is Entity Analytics Time Periods. These codes are nothing more than text-valued labels. They allow field attributes to query the correct rows of the Entity Analytics table, but there are no date-related calculations performed, such as chain linking.