Dynamic Example

Owned by Tom Fahey (Unlicensed)
Last updated: Jul 25, 2023 by Jacob Mathews (Deactivated)
1 min read

This example shows a portfolio where only security level performance is committed and the grouping is by entity only. There is no performance model selected. See the following figure.

Changing the grouping to be entity, sector, industry group, and industry will dynamically aggregate the security level performance and calculate the segment levels. See the following figure.