This chart shows the results from a portfolio optimization. The pink circle shows the current or chosen portfolio, while the blue circles show various efficient portfolios based on the criteria selected. The system allows users to both optimize and display results based on various criteria including risk, return, and predicted […]
Cyclical Manager Positioning
Demonstrates the market cycle positioning analysis for a manager product in a prioritized manner by showing dominant and recent market cycles.
Aapryl Skill Components (Percentile Rank vs Peer Group)
The chart shows the various components of a manager’s skill score across time as well as the AUM of the manager. Total, Selection and Timing scores are shown and they are broken down into the Edge Score, which is a proprietary statistic that measures the magnitude of a manager’s stock […]
Custom Reporting
Found in the Reporting Center, Custom Reporting allows you to build a custom report by selecting charts and graphs displayed throughout the platform as well as customize data points. Enter the reporting center by clicking the Reporting Center tab in the portal navigation bar. Click on the (+) symbol in […]
Upload Manager Product(s)
Found in the “Custom Data” feature, this process gives you the ability to upload one or more manager products into Aapryl’s platform for further analysis. Download the template Click on “Upload Manager Product(s)”; this will bring you into a three-step uploading process. Aapryl provides a downloadable customized template at the […]
Manager Dashboard
Welcome: Below in figure 1 is the common view of the Manager Selection Dashboard. Here, you can customize the specific data points and charts that you deem important for each manager product that you analyze. Select a Manager: When searching for a product, simply type in the firm name, ticker […]
Add a Fund to Your Portfolio
Optimized Fund Diversification: How to add additional funds After running your Optimization, and viewing the Cyclical Manager Position chart, you may want to add additional funds to your portfolios for diversification across additional economic cycles. Click the red box within the economic cycle where you would like to add an […]
Standard Statistical Measures
The chart shows the 3 year rolling information ratio and tracking error for managers. Tooltips Standard Statistical Measures : Measures the excess return of a portfolio verses its benchmark divided by tracking error, where tracking error is a measure of consistency.
Factor Composition of Benchmark
The pie chart displays the mix of exposures that comprise a product’s clone portfolio. The exposures can either be calculated as “static” using the product’s full history or as “dynamic” using the product’s last 36 months of history. Additionally, the information can be viewed by factor, size, or region based […]
Factor Composition of Manager Product
The pie chart displays the mix of exposures that comprise a product’s clone portfolio. The exposures can either be calculated as “static” using the product’s full history or as “dynamic” using the product’s last 36 months of history. Additionally, the information can be viewed by factor, size, or region based […]