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.
