|
| | | | Sample Reports | | | | | Portfolio Snapshot™ | | Provides an in-depth synopsis of the client's portfolio with asset class and investment style breakdowns, performance information, and top holdings. |
| |  | 149K | |
| | | | Portfolio X-Ray® | | Scans an entire portfolio in a simple one-page report offering a comprehensive picture of the portfolio’s underlying holdings, overall sector exposure, and overall investment style. |
| | | 57K | |
| | | | Portfolio Comparison | | Provides a detailed comparison of two portfolios, revealing their respective asset allocations, style breakdowns, and sector exposures, all based on the underlying holdings of each portfolio. |
| | | 100K | |
| | | | Hypothetical Portfolio Illustration | | Demonstrates how a portfolio would have performed based on a specific investment schedule, advisor fees, and taxes. Shows how each security within the portfolio contributes to the overall performance of the portfolio. |
| | | 63K | |
| | | | Investment Detail™ | | Displays in-depth performance information for any investment covered, as well as fees and expenses, style, holdings, and more. |
| | | 124K | |
| | | | Fund vs. Fund | | Presents a side-by-side comparison of any two funds for quick assessment of similarities and differences in performance, style, and expenses. |
| | | 71K | |
| | | | Defined Contribution Plan Status | | Summarizes a retirement plan with a complete profile of a plan’s assets, including composition, style, sector, and total returns. Displays style drift information and a detailed breakdown of the fees associated with a plan. |
| | | 177K | |
| | | | Target Date Fund Series | | Offers quantitative and qualitative analysis of the management, underlying investments, performance, and costs of target date funds. |
| | | 110K | |
| | | Stock Intersection | | Identifies cumulative exposure to individual equities based on stock and underlying holdings of the managed products in the portfolio. Reviews the top 15 holdings in a portfolio to identify its overall weighting in a particular security or sector. |
| | | 56K | |
| | | | |
|
|
|
|
