What to NOT to compare in PortfolioCenter

What to NOT to compare in PortfolioCenter

One of the most frequent sources of confusion about PortfolioCenter data stems from expecting various numbers on different reports to match. PortfolioCenter reports are intended to measure different factors.  By definition and design, they will produce different...
Troubleshooting Benchmarks in PortfolioCenter

Troubleshooting Benchmarks in PortfolioCenter

Q.On our last quarterly reports, the benchmarks didn’t seem right.  Our portfolios should have performed very close to the benchmarks but sometimes they were either much higher or much lower.  How do we  figure out what is going wrong? A.In PortfolioCenter...
How to use Targets in PortfolioCenter

How to use Targets in PortfolioCenter

If you received a 49 on a final exam, you’d be depressed. But if you discovered the average score was 12 and the highest score was 51, you’d be thrilled. Similarly performance returns in PortfolioCenter do not always tell the whole story.  Sometimes...