What does the Performance Measurement step aggregate to calculate TWR?

Daily market values and cash flows from Perf. Calculation

Give the correct order of the 3 main performance processes in SCD (2 processes are on the same level)

Perf. Calculation Perf. Measurement, (Perf. Reports & Perf. Manager)

Which of the following can be created from Performance Reports data?

Client reports & Performance dashboards

What is the primary output of the Performance Calculation step?

Calculation of daily market values and cash flows

What is the purpose of specifying benchmarks in Performance Measurement?

To compare portfolio returns with market indices

What is the main function of the Performance Reports?

To extract performance measurement results to database tables

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Questions 11

Answers

1
What type of analysis does the Performance Manager provide?
Historical analysis
Brute force analysis
Offline analysis
Online analysis
2
What does the Performance Measurement step aggregate to calculate TWR?
Performance reports
Benchmark returns
Client feedback and market changes
Daily market values and cash flows from Perf. Calculation
3
Give the correct order of the 3 main performance processes in SCD (2 processes are on the same level)
Perf. Manager, (Perf. Reports & Perf. Calculation), Perf. Measurement
Perf. Calculation Perf. Measurement, (Perf. Reports & Perf. Manager)
Perf. Measurement, (Perf. Calculation & Perf. Reports), Perf. Manager
Perf. Calculation Perf. Manager, (Perf. Reports & Perf. Measurement)
4
Which of the following can be created from Performance Reports data?
Performance dashboards
Client reports
Wrapping paper
Client reports & Performance dashboards
5
Which of the following can be displayed in the Performance Manager window?
Tables with TWR figures
All of the above
Benchmark related TWR figures
Curves showing performance against benchmarks
6
What does TWR stand for?
Transaction Weighted Results
Tom Walkinshaw Racing
Time Weighted Return
Trans World Radio
7
What is the primary output of the Performance Calculation step?
Performance Measurements
Performance Reports
Calculation of Time Weighted Returns (TWR)
Calculation of daily market values and cash flows
8
What is the purpose of specifying benchmarks in Performance Measurement?
To generate performance reports
To calculate daily benchmark returns
To compare portfolio returns with market indices
To calculate daily market values
9
Which of the following is NOT specified in the Performance Calculation setup?
Holdings/portfolios
Benchmark returns
Time window
Cash flow timings
10
How many benchmarks can be specified in the Performance Measurement window?
User definied
3
2
1
11
What is the main function of the Performance Reports?
To specify benchmarks
Add client feedback to the reports
To calculate daily market values
To extract performance measurement results to database tables

Duplicate of Performance Workshop Flashcards | StudBud