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Identify Vulnerabilities in an Investment Strategy

Step 1

  • In the Analyze → Trends view, quickly assess the magnitude of factor headwinds impacting performance.

Step 2

  • View Style and other factors degrading performance to uncover the specific factors with largest impact.

Step 3

  • In the Exposures view, pinpoint your portfolio’s overexposures and underexposures to impacting factors and drill down to a listing of most overweight and underweight names.
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What Forces Are Impacting Your Performance? Find Out Now...

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