by Krisan Marotta | Dec 2, 2014 | Reporting
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...
by Krisan Marotta | Oct 20, 2014 | Reporting
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...
