Time-Saving Techniques for Preparing PortfolioCenter® Performance Reports

Speaker: Kelsie Langston

Duration: 55 minutes, broken into 10 short chapters

Session Description

This session, from our 2007 Schwab Institutional SOLUTIONS Workshops, highlights best practices for performance. We also give you some tips and techniques for troubleshooting performance reports using the new PortfolioCenter Performance Troubleshooting Tool. Topics include:

• Troubleshooting two dots instead of a return
• Troubleshooting a negative investment gain and positive TWR, or vice versa
• Troubleshooting a position level IRR that seems inconsistent with the entire portfolio's IRR
• Troubleshooting a TWR return that is "Just Wrong"
• Best Practices for avoiding performance reporting problems

Getting Started with the Web Cast

Simply click the session link below to start viewing the workshop. You can also print the presentation if you want a paper copy to follow along. You need to have Microsoft Media Player 9.0 or above installed to view the session.

• Web Cast [streaming media]
• Presentation Slides and Reference Material [PDF]

About SOLUTIONS Web Casts

SOLUTIONS provides a great opportunity to hear about tools and resources from Schwab Institutional designed to streamline your back-office operations. Schwab Institutional clients can also access the full range of sessions offered at the live training events. Visit www.schwabinstitutional.com to view the following training sessions:

• Introduction to SchwabInstitutional.com
• Managing Cashiering Requests Simply and Efficiently
• Solutions for Opening and Managing Complex Accounts
• Streamlining Transfers of Assets
• Online Trading and Investment Research