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Report Settings: Include Allocation Weighted Benchmark
| Applies to: | ||
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| ✔ Dynamic |
✔ Client Portal |
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This setting allows you to add the allocation weighted benchmark as a data point for comparison with the account.
Allocation weighted benchmarks are useful in accounts that include very diversified holdings. When one single index can't accurately reflect how it would perform, you have two options: Either use blended index set to match target allocation, or use allocation weighted benchmarks. Allocation weighted benchmarks can more accurately reflect what's really in the account by matching indexes to each of the account's categories proportionally.
If you feel like an account's returns are skewed, you can use an allocation weighted benchmark to compare with appropriate benchmarks, to pinpoint where there might be issues.
To include the allocation weighted benchmark, select the Include allocation weighted benchmark check box. When you include an allocation weighted benchmark in the report, use Group Allocation Weighted Benchmark By option to designate which category's benchmark to display.
Allocation weighted benchmarks are generated on the fly in the report. In order to see an allocation weighted benchmark, the following must be established for the account or group:
All categories in the account must be assigned a benchmark, and
All securities in the account must be categorized.
If these conditions are met, selecting the Include allocation weighted benchmark check box will display data.
To remove a benchmark you've added, click Remove Benchmark.
To omit the allocation weighted benchmark, select the Include allocation weighted benchmark check box.
On charts, how the allocation weighted benchmark is marked depends on your theme settings.
| Setting | Report Output |
|---|---|
| Include allocation weighted benchmark cleared |
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| Include allocation weighted benchmark selected |
On charts, the allocation weighted benchmark is designated using a different color, depending on your report theme settings.
The allocation weighted benchmark is labeled on the report, but the Group Allocation Weighted Benchmark By category you set is not indicated in the title. |
Functionality is the same in the PDF report templates as in dynamic reports.
Performance Reports
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For more information about benchmarks, see Benchmarks.
The following settings interact with this option:
