This report displays a client's aggregate returns against the primary benchmark's returns, as well their individual account returns compared to up to three benchmarks.
The report includes the following sections:
Client Return vs. Benchmark
A bar chart displaying Return % for the client and the primary benchmark for the selected time period and trailing 3 months, YTD, 1 Year, 3 Year, and 5 Year.
Client Return
A graph displaying Return % for the client and the primary benchmark over the selected time period.
Asset Allocation
A pie chart and a list of the percentage allocated to Cash, US Stock, Non US Stock, Bond, Other, and Not Classified for the client aggregate and primary benchmark.
Account Details
For the client aggregate, the benchmark(s), and the client's individual accounts, the following data points are displayed:
Account Name
Account Number
Start Date Value
End Date Value
Net Flows
Period Return % (Return over the selected time period)
3 Months %
YTD %
1 Year %
3 Year %
5 Year %