Identify Vulnerabilities in an Investment Strategy
Step 1
- In the Analyze → Trends view, quickly assess the magnitude of factor headwinds impacting performance.
![](https://cdn.prod.website-files.com/633fe0e8040abd10fc9a3420/63aa03f3c629471e41e839ab_Screen%20Shot%202022-12-26%20at%203.27.44%20PM.png)
Step 2
- View Style and other factors degrading performance to uncover the specific factors with largest impact.
![](https://cdn.prod.website-files.com/633fe0e8040abd10fc9a3420/63aa064e4e38e1c99793762d_Screen%20Shot%202022-12-26%20at%203.38.04%20PM.png)
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.
![](https://cdn.prod.website-files.com/633fe0e8040abd10fc9a3420/63aa0c500bd1f4fa5c3ef825_Screen%20Shot%202022-12-26%20at%204.03.21%20PM.png)