by Chris | Jan 16, 2017 | Kwanti Enhancements, Kwanti updates
We are pleased to announce our partnership with Advyzon. Advyzon is an intuitive, cloud-based platform that combines portfolio management, flexible performance reporting and client portals, client relationship management (CRM), planning, and business intelligence....
by Chris | Dec 5, 2016 | Kwanti Enhancements, Kwanti updates
Sensitivity to interest rates and probability of default are the dominant risk factors for bonds. Portfolio Lab quantifies these risks at the portfolio level and position level. To display the analysis, select Allocation -> Bond Style Duration is a measure of...
by Chris | Sep 30, 2016 | Kwanti Enhancements, Kwanti updates
A popular feature of Kwanti Analytics is its ability to upload custom assets. This is useful if an asset is not in Kwanti’s database, but you have a record of the asset’s monthly, weekly or daily returns, that you wish to use. As an enhancement, you now...
by Chris | Jun 7, 2016 | Kwanti Enhancements, Kwanti updates
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,...
by Chris | Jun 6, 2016 | Kwanti Enhancements, Kwanti updates
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...
by Chris | Jun 3, 2016 | Kwanti Enhancements, Kwanti updates
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 commodities In the previous version of Portfolio Lab, these alternative funds were...
