Executive Summary in 2020 Beta

[paulk]

Hey Mark

Excited about the upcoming release of FM 2020!

I see from the release notes that TWR is now an option on the Executive Summary which is great news. However it seems from your wording that it's an either / or thing. Would it be possible to work in the option to show BOTH the TWR and the ROI return on the Executive Summary in the final release or is that just not feasible based on the size of the report?

[Mark]

Hi Paulk,

Yes, we will do this for the next release. You are right currently it was an either/or option, but we will make the options:

<Do Not Display>
ROI Yields
Time-Weighted Returns
Both ROI and TWR

[paulk]

That's great to hear! It'll clean up my quarterly reports nicely. Thanks for a great and always eveolving product!

[paulk]

Hey Mark

Just upgraded to FM 2020 advisor. The ROI TWR option is great! For some reason now that I've upgraded my report font has changed and my disclaimer no longer fits on the Executive Summary. Any suggestions?

[Mark]

Hi paulk,

Glad you like that new option. If it is just the disclaimer font you need to change, use "Options / Report Preferences... / Disclaimer / Font...". If it is the whole report font, use "Options / Report Font...".

[paulk]

Perfect. Thanks