Bullrun Edge Performance Reporting
Edge gives the user the ability to conduct flexible performance analysis when ever and where ever they want. It creates detailed performance reports allowing the investment professional to quickly and easily understand what contributed and detracted from the performance of their investments. It also allows the user to compare the performance returns to relative benchmarks
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Editorial Team
- May 12, 2021
- 2 minutes
Edge gives the user the ability to conduct flexible performance analysis when ever and where ever they want. It creates detailed performance reports allowing the investment professional to quickly and easily understand what contributed and detracted from the performance of their investments. It also allows the user to compare the performance returns to relative benchmarks or models. The result? A detailed and customized answer to “How is my portfolio doing?”
Product Deliverables
Portfolio Analysis/Performance
Comparison
• Overview of portfolio to a specified benchmark
• Compare the portfolio to the benchmark by sector weights, valuation measures, growth rates and other financial fundamentals for your portfolios and benchmark
Performance
• Select the appropriate benchmark to compare portfolio’s performance
• Analyze portfolio returns over any specified time period (including daily)
• Determine what securities “make or break” the performance number
Reporting
• Export all data elements to Excel spreadsheet for further data analysis
• Standard PDF Report Templates available from all modules
• Extensive Report Customization
Account/Market Monitoring
Summary Page
• Intraday status of the Market Value of each accounts
• The Top/Bottom Movers within your book of business
• Market Indices – view how the markets are moving in user selected indices
Market Indices
• Index and constituent level details and information
• Customizable views and listings of an Index’s constituents
• Index price details and charts
Account Overview
• Total Positions: the asset allocation of the total portfolio and drill down to review data of on each individual security held.
• Equity Only/Mutual Fund Only/Bond Only /Options OnlyView: view securities only in the specified asset class and choose from data elements specific to that asset class.
Asset Allocation
• Breakdown of portfolio by equity, bond and cash asset classes
• Graphical depiction of portfolio asset allocation
