Re: Comparing a Subportfolio to an Index in Reports

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Posted by Mark on August 14, 2006 at 13:04:12:

In Reply to: Re: Comparing a Subportfolio to an Index in Reports posted by Steve on August 14, 2006 at 12:23:34:

: Mark,

: Thank you for your response.

: Speaking of rate of return calculations, FM appears to supply lots of measures for rate of return calculations, but none seems to be listed as "Internal Rate of Return" or IRR in the provided documentation. Which of the formulae provided by FM is the same as IRR, and is it possible to change the label of the corresponding formula (I suspect clients may be confused with labels other than IRR or Internal Rate of Return)?

Hi Steve,

FM's "ROI" yields are the same thing as "IRR". You can see the equations used for this yield here:

ROI Yields

Sorry, you cannot rename the report column headers currently. This feature will be available in 8.0 Advisor. You'll be able to rename any column header to whatever you want. We do receive feedback from advisors that many of our column labels can be confusing to explain to clients. Hopefully this new feature will address that problem.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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