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Report Settings: Use SMA Categories
| Applies to: | ||
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| ✔ Dynamic |
✔ Client Portal |
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This setting allows you to choose whether to use the SMA categories assigned to that account, or to use the classification of the underlying securities within the SMA.
To use the categories assigned to the underlying securities, clear the Use SMA categories check box.
To use the SMA categories assigned in Tamarac, select the Use SMA categories check box.
If the SMA category and the underlying securities' categories are the same, you will not see any change.
You might choose to use this option when reporting on allocation, to emphasize what investment choices are yours and what are the SMA manager's.
| Use SMA Categories cleared |
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Securities held in the SMA accounts are sorted according to their underlying categories. |
| Use SMA Categories selected |
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Securities held in the SMA accounts are sorted according to the categorization applied to the SMA. |
Functionality is the same in the PDF report templates as in dynamic reports.
Performance Reports
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Holdings Reports
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For more information about SMAs, see Maintaining Accounts: The Separately Managed Account (SMA) Panel.
See also:
