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Portfolio Checkup

Trading Term

A tool residing in PortfolioAnalyst that allows users to view an online, one-screen analysis of a portfolio. Users can view the following information about the selected portfolio(s): return (as time weighted or money weighted), risk (including max drawdown, peak-to-valley, Sharpe ratio, and standard deviation), as well as distribution by asset class, geography and sector. Users can view a long and short breakdown of the three distribution categories as well.

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