One of the key values of Aapryl, is the ability for users to create more precise, custom peer groups for managers, by using various measures.
Users can manually select any number of managers for a custom universe, simply by searching for them by name or ticker:
Additionally, users can attempt to locate products by filtering specific attributes, such as:
- Asset Class
- Category
- Aapryl Cluster
- Regional Focus
- AUM
- Expense Ratio
Once all of the constituent products for the custom universe are selected, you will name your custom universe.
Once saved, you will be able to access your custom universe within any Aapryl module for which universes are selected:
You may manage your custom universes within the Universe Builder, by hovering over the custom universe that you wish to edit, and select edit or delete. This will allow you to add or remove constituents from your custom universes.
You may also create custom universes within the result pages of the Skill Screening, Clustering & Market Cycle Positioning modules as well:
