The ending values on a Performance report and a Portfolio Holdings report for the same client don't match. Now what? 1) Check the obvious. Are you running the reports on the same ending date? Are you using the same portfolio or … [Read more...]
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. … [Read more...]
How Expenses Affect Returns in PortfolioCenter
PortfolioCenter automatically calculates returns both before and after expenses. While the portfolio value is always reduced by the amount of an expense, you control how the reductions impact performance returns. Your choices affect your gross and … [Read more...]
Why have the numbers changed on PortfolioCenter performance report?
"I re-ran a client's second quarter performance report and the numbers have changed. We use the Comparative Performance Review. This has happened before. How could the numbers be different when we re-run a performance report?" The short answer … [Read more...]
What is Internal Rate of Return?
Internal Rate of Return (IRR) is the single rate of return at which the beginning market value plus additions grows to equal the ending market value minus withdrawals. PortfolioCenter calculates IRR using an "iterative process". Basically … [Read more...]
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