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Surplus performance monitoring

Module "Portfolio Service Extended Portfolio Analysis"

This table, grouped by manager, compares the performance of each portfolio in the interval with the performance of the underlying benchmark. The "Excess performance" column shows you the deviation, giving you a tool for assessing and comparing the work of the various supervisors.


Useful input objects for this evaluation are groups, owners and depot filters.

You will find the monitoring of excess performance (in the delivery state) in the workspace of groups, holders, portfolios and securities accounts on the worksheet "Monitoring", "Excess performance".

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