Report Benchmark composition

Module "Portfolio Service Extended Portfolio Analysis"

The "Benchmark Composition Report" shows the current composition of the benchmark as well as the unweighted individual performances of the stocks included and their percentage share of the benchmark in the evaluation period. The insight into the current allocation is very helpful, especially for self-created benchmarks.

The report is delivered in the workspace of holders or portfolios on the "Reporting", "Other" worksheet.

Descriptions of the parameters of the "Report Benchmark Composition" can be found in the section Parameters of the standard reports.

You can find out how to show the parameters in reports in the section Setting the report parameters.