by Chris | Jan 11, 2014 | Kwanti updates
A stress test is an estimate of portfolio return under various scenarios. With this new feature in Portfolio Lab, you have one more tool to assess portfolio risk that is easy to use, easy to understand and to explain to clients. To display the stress test results for...
by Chris | Dec 4, 2013 | Kwanti updates
Single index benchmarks such as the S&P500 are widely used but often inappropriate for measuring performance. As an alternative, blended benchmarks provide an appropriate reference for manager selection and performance attribution. Read our whitepaper. How can...
by Chris | Oct 15, 2013 | Kwanti updates
What if you wish to backtest a portfolio for an extended period of time, but the portfolio contains one or more assets with short history, for example a mutual fund or ETF with recent inception date ? Portfolio Lab offers an automated approach to handle this...
by Chris | Oct 10, 2013 | Kwanti updates
Kwanti will be at the FPA Experience conference in Orlando, Oct. 19 to 21. Visit us on the exhibit floor, booth #719 where you can see demos and have a peak at our upcoming product enhancements!
by Chris | Sep 24, 2013 | Kwanti updates
Portfolio Lab for iPad is available to all Kwanti subscribers at no extra charge from Apple app store. With this application, you gain instant mobile access to your Kwanti portfolios and an elegant way to communicate with your clients!
by Chris | Sep 16, 2013 | Kwanti updates
As an institutional member of the Financial Planning Association, Kwanti welcomes FPA members and offers a 10% discount on subscriptions to Portfolio Lab.
