Identify Vulnerabilities in an Investment Strategy

Step 1

• In the Analyze → Trends view, quickly assess the magnitude of factor headwinds impacting performance.

Step 2

• View Style and other factors degrading performance to uncover the specific factors with largest impact.

Step 3

• In the Exposures view, pinpoint your portfolio’s overexposures and underexposures to impacting factors and drill down to a listing of most overweight and underweight names.