Kwanti will attend the TD Ameritrade conference conference in San Diego, Jan. 28-30.
Visit us on the exhibit floor, booth #4K34 where you can see demos (including Portfolio Lab’s integration with Veo) and discuss Kwanti’s roadmap for future improvements.
Learn more about Kwanti’s integration with TD Ameritrade Veo.
“The art of samurai benchmarks” is our latest article as published in Financial Advisor Magazine.
Are your benchmarks in order? This article covers rules to select and apply appropriate indices for your investments.
It is easy to forget that the choice of benchmark plays an important role in calculating risk-adjusted performance metrics such as alpha, beta, the information ratio, up/down capture ratios and more.
The S&P500 index (a benchmark for US large cap equity) is the industry-wide default benchmark, but it may not be appropriate for your investments and portfolios. For example, you may prefer a total market index, or a specialized index.
In Portfolio Lab, you can change the index to be used as a benchmark for these ratio calculations.
In the Backtest/Stats view, click on the edit icon (pencil) at the right of the benchmark name, to assign an index of your choice, as show in the red circle above.
As you generate a proposal or report, you can easily customize the section describing the portfolio holdings:
- Point-and-click the rows of the holdings table to change the order of the positions (sort alphabetical, by symbol, by weight).
- Point and click the columns to specify which of shares, value, portfolio weight should be displayed for each position.
In addition, the edit columns function allows changing the portfolio hypothetical value (in case this is a model portfolio) to something different than the default value, to tailor the proposal to your client’s situation.
“Three visual analytics to educate clients about risk in a bull market” is our latest article as published in Financial Advisor Magazine.
In the face of a relentless bull market in equities, advisors have the difficult task to justify balanced allocations to clients who have grown increasingly ambitious on returns. The article suggests practical steps to manage their expectations.