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Ongoing Portfolio Analysis
Return Attribution Example:
Yield Book and/or client prices are basis for analysis.
Client submits
- definition of holdings at month beginning, and all intra-month trades.
- definition of the benchmark [index, customized index] for the portfolio.
- definition of the sector classifiction for calculating sector weighting/issue selection vs baseline.
The Yield Book Inc. implements anaysis, delivering report series to client.
Risk Measures Example:
Yield Book and/or client prices are basis for analysis.
Client submits
- definition of holdings.
- definition of the benchmark [index, customized index] for the portfolio and sector classifictions.
- definition of risk measures to be calculated.
The Yield Book Inc. implements anaysis, delivering report series to client.
Contact your Account
Manager if you are a customer.
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