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Enhancer Output Comparison
Updated over a year ago

  1. View the performance impact of the Enhanced portfolio changes > click Performance Summary in the top right

    1. Assess key metrics of the current portfolio versus the suggested enhancements:

      1. Expense Ratio

      2. Annualized Return

      3. Annualized Volatility

      4. Upside / Downside capture

  2. Click on Generate Proposal in the bottom left corner to Download a report outlining the impact any fund swaps would have on your portfolio.

    • Note: If you don’t see your logo or disclosures in the document > go to “Profile & Settings” to upload.

  3. Click Comparison Report to download a .PDF showing all possible suggestions based on your query.

  4. Once you have analyzed each of the alternative fund options as enhanced based upon your search criteria, check the box for each replacement fund and click Finalize in the bottom right corner to submit your model enhancements:

  5. The changes will Save and you can Generate a Tradelist to input into an OEMS for execution.

  6. View the old and new version from Enhancer’s main page under either My Models (if you enhanced a model) or My Clients (if you enhanced a portfolio).

FAQ's

  1. How do I change the benchmark being used in the performance report?

    1. Pull up the performance summary report > scroll down and click the dropdown next to Up Capture > choose the benchmark you'd like to use in your report

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