Composite Analysis Report Rule

Owned by Kavitha Thangaswamy (Unlicensed)
Last updated: Nov 27, 2023 by Pamela Totas (Deactivated)
1 min read

The Composite Analysis report rule is set up like those for other PACE reports, where you place statistics on the report, in this case Composite Analysis fields. You can also include Entity fields in Composite Analysis reports to view constituent level entity characteristic information. See the following figure.

Set the Source rule to extract performance results that you want to use in the Composite Dispersion Calculations. The report extracts data for the underlying composite constituent portfolios, so the source rule should contain the applicable sources for those entities.

A Composite Analysis grouping rule requires only a single composite entity database field: Composite ID, Composite Name or Composite Long Name.Â