Assess and report on investment portfolio make-up, valuation and performance.
Examples Of Use
A relationship manager requests an investment portfolio performance analysis prior to a regular client meeting.
Perform scheduled and ad-hoc performance analysis on a customer’s investment portfolio. This can include different types of analysis and performance comparisons.
Related Business Scenarios
Core Business Object
- Consolidate investment portfolio transaction details and comparative market activity reports
- Select types of performance analysis and apply analyses to the period of transaction data
- Develop portfolio performance comparisons and evaluations/justifications