The Stock Region analysis (found under the Allocation tab) summarizes the geographical weights of equities in the portfolio:
The weights for each region are calculated by aggregating the region weights of the portfolio constituents (funds, ETFs, stocks). For research, you may drill-down each region to uncover the contributions of each investment. You may also compare the regions of two portfolios.
The region view is optional in the PDF report. To add this view to the report, select Add Content -> Stock Region
When comparing portfolios in a PDF proposal, you may add a Difference column in the holdings table:
To add the Difference column, click on existing table columns. A menu appears, allowing you to configure the table.
You may also display the difference in weight or value.
The Alternative asset class was added to the allocation view. This asset class comprises:
- managed futures
- long/short funds
- market neutral funds
- bear market funds
- volatility funds
In the previous version of Portfolio Lab, these alternative funds were classified under equity or unclassified.
To analyze your Black Diamond portfolios and accounts, select Import->Black Diamond in Portfolio Lab’s main screen. Once activated, the integration is easy to use. A search function allows quick retrieval of data, as shown below:
- eliminate manual entry or transfer of portfolio positions
- access by portfolio or by account
- optional: group accounts or portfolios
Read SS&C Advent’s announcement.
Style allocation is a concise view of a portfolio’s growth/blend/value and large/mid/small cap positioning, based on Morningstar’s style box. To display this view, click on Allocation -> Stock Style
The weights in the portfolio’s style box are calculated by aggregating the style box weights of the portfolio’s constituents (funds, ETFs, stocks).
For research, you may drill-down each category to uncover the contributions of each investment. You may also compare the style views of two portfolios.
The style view is optional in the PDF report. To add this view to the report, select Add Content -> Stock style