Reveal Hidden Drivers of Portfolio Risk and Performance
Step 1
- In the Analyze → Trends view, select performance and observe the return contribution from factors.
Step 2
- Move to the “Style” tab to identify the key factor(s) contributing to underperformance.
Step 3
- Switch to Exposures, expand the exposure contributors, grouping by GICS sector, to identify sources of outsized exposure.
What Forces Are Impacting Your Performance? Find Out Now...
Schedule a Call