Thomson Reuters PORTIA
Perform v1.2
Thomson Reuters PORTIA Perform V1.2, which became available on March 31st, 2005, includes a number of new features in the areas of charting, risk measurement and integration capabilities. Highlights of these new features include:
· Charting
Thomson Reuters PORTIA Perform now
provides the ability to include charting graphics within reports. You can choose
from a number of chart types, including pie charts, bar charts, line charts, area
charts and scatter plots.
· Risk Measurement
Increased risk
measurement capabilities have been incorporated into Thomson Reuters PORTIA Perform with the addition
of three new risk statistic items to the report list.
o The Sortino Ratio
o
Downside Risk
o Modigliani-Modigliani (“M-Squared”)
·
Integration with Microsoft® Excel
You can now copy reports directly
to Microsoft® Excel from the Thomson Reuters PORTIA Perform Report Viewer.
For more
information on the latest release of Thomson Reuters PORTIA Perform, please contact your account
manager.
Features
Benchmarks and Risk Measurement
Measure your performance against industry standard or custom benchmarks.
Thomson Reuters PORTIA Perform also provides risk statistics (Geometric Mean, Sharpe Measure,
Beta etc...) to further enhance your measurement capabilities.
Stored
RORs
Eliminate the need for recalculations by storing Rate of Returns
for faster reporting. Thomson Reuters PORTIA Perform allows you to store ROR's across any time
frame at the portfolio, composite, segment and security level.
Locked
History
Increased control over performance history by allowing clients
to freeze historical data. This functionality allows you to configure accordingly
and adhere to internal compliance standards. Thomson Reuters PORTIA Perform only allows users
with proper clearance to lock or unlock "published" portfolio history.
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