pdf mvc : Convert pdf file into jpg format application SDK utility html wpf .net visual studio DirectUserGuide13-part127

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Total Attribution  | Set your Default Settings
Total Portfolio Attribution
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assets to each manager driven by the strategic asset allocation policy. Since there are two 
important to analyze their contributions separately.
Set your Default Settings
1. Go to the Total Portfolio/Interactive folder and click on Reports.
2. Click on the General Settings to set your Defaults.
3. In the Workflow tab, set your settings for One Portfolio or Two Portfolios (Comparison) .
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4. In the Batch tab, set your output locations. 
Automatically Assign Policy Weights
1. When you begin to create Total Portfolio Attribution, you have the ability to automatically 
weights to your policy. In this exercise, we will retrieve the weights from an existing 
Reports 
under the Total Portfolio/Interactive folder.  
2. Click on New to be taken to the Report Workflow dialog.
Total Attribution  | Automatically Assign Policy Weights
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3. Go to the Portfolio and click on the magnifying glass to retrieve your aggregate that 
populates the managers.
4. Go to the Policy drop-down and click on Select from Universes.
5.
weights. These weights will automatically drive the Policy weights.
6. Next, locate the template you want to use.  
7. Click OK to be taken to the Report Settings dialog Box.
Total Attribution  | Automatically Assign Policy Weights 
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Total Attribution  | Automatically Assign Policy Weights
8. Click on the View tab to customize your output display. Here, customize your settings for 
the Attribution and Weights views.
9. Click on the Display Dates tab to set your date and frequency settings. Here, you can 
also select Ending Period Weights, Beginning Period Weights, or Average Weights to display 
in your output.
10. Click on the Asset Class Groupings tab to set your groupings.
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Total Attribution  | Automatically Assign Policy Weights
11. You can also add your own Custom Sector that you’ve created in Workspace. 
See Custom Sector chapter.
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New Classification.
13. Click on the Policy Weights tab to input your weights where the default is 
equal-weighted. Here, you can also add Policy Weights dates.
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14. Click on the Managers tab.
15. If you have Cash in your portfolio, you can check Include Cash Proxy and locate the 
proxy from the Select Cash Proxy dialog box.
16. Go to the Manager Fee and Source of Fee columns.  If you have retail investments, then 
0.00 to another numeric value.
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Total Attribution  | Automatically Assign Policy Weights
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17. Go to the Benchmark Column if you want to alter the benchmark.
18. Click on the Fee tab where you have the ability to add multiple fees and customize fee 
names. For example, you can replace Consultant Fee with Wrap Fee.
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Total Attribution  | Automatically Assign Policy Weights
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19. Click OK to close the Report Workflow window.
20. Click Calculate to run the Total Attribution Report.
21. You will be asked to save the report. Once complete, click OK.
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Total Attribution  | Automatically Assign Policy Weights
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22.
Click OK to view the output.
23. You’ve now successfully established a new Total Portfolio Attribution report.
Manually Assign Policy Weights 
1. In addition to automatically assigning weights to your policy, you can also manually 
assign weights to your policy. Go to the Performance Attribution folder and click on Reports 
under the Total Portfolio/Interactive folder.  
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Total Attribution  | Manually Assign Policy Weights
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2. Click New to be taken to the Report Workflow dialog.
3. Go to the Portfolio and retrieve your aggregate that populates the managers.
4. Go to the Policy drop-down and click on Manually Assign.
5. Locate the template you want to use.  
6. Click OK to be taken to the Report Setting dialog Box.
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Policy 
Weights tab.
You can also cus-
tomize your benchmark 
for each group.
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Total Attribution  | Manually Assign Policy Weights
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