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Report Settings: Group Allocation Weighted Benchmark By
| Applies to: | ||
|---|---|---|
| ✔ Dynamic |
✔ Client Portal |
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This setting allows you to choose which category of allocation weighted benchmark is used in the return calculations.
The categories available are determined by your firm. For more information on setting up categories, see Security Categories.
If you choose a category that does not have an allocation weighted benchmark assigned to it, no benchmark will be displayed and the following footnote will be added to the report.
You will only see the selected allocation weighted benchmark if you select the Include allocation weighted benchmark check box.
| Setting | Report Output |
|---|---|
| Group allocation weighted benchmark by set to Asset Class |
Statistics for the allocation weighted benchmark assigned to the selected category are shown. |
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Group allocation weighted benchmark by set to category with no benchmark assigned OR Include allocation weighted benchmark is not selected |
No statistics for allocation weighted benchmark are displayed. Note the footnote at the bottom, which states: Allocation weighted benchmark requires all categories to be assigned a benchmark and all securities to be classified. |
Functionality is the same in the PDF report templates as in dynamic reports.
In the PDF template, make sure to select the Include allocation weighted benchmark option in whichever of the report sections—Risk vs. Return Scatter Plot, Risk Measurements, or Relative Statistics—you want to display the sorted allocation weighted benchmark.
Performance Reports
Financial Planning Reports
