Benchmark Reference

[Abdulmohsen]

Hi Mark,

Regarding to portfolio benchmark reference which is currently only one reference to all portfolios although it is easy to change but with multiplicity portfolios in different markets the user may need to change the benchmark several times to edit the custom reports, so I suggest to allow user to select each portfolio benchmark individually under portfolio properties for example or as it deems appropriate to easily access custom reports.



Best Regards ...

Abdulmohsen

[Abdulmohsen]

Hi Mark,

Just to clarify my post, please assume the following situation:

three portfolios invest in two different markets and refer to three different benchmarks as follows:

- Portfolio (A) invest in US and refers to S&P 500 as a benchmark
- Portfolio (B) invest in US and refers to Dow Jones as a benchmark
- Portfolio (C) invest in UK and refers to FTSE 100 as a benchmark

Now, if the user wants to access the custom report for each portfolio, he/she will need to change the benchmark three times in order to view the required results.

but when he/she is able to set the benchmark under portfolio properties for example or as it deems appropriate, he/she can access the custom report easily without modifications.

I hope the idea is clear and it is up to your estimation



Best Regards ...

Abdulmohsen

[Mark]

Hi Abdulmohsen,

Thanks for the feedback. I understand, and see the benefit of this.